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Cleanview's report puts behind-the-meter capacity at 2 GW online by mid-2026, likely rising to 3 GW by the end of 2026, while Meta is building AI data centers in tents and Amazon is building gigawatts of power for AI.

Behind-the-meter supply is becoming a bridge for AI campuses waiting on grid interconnection, so gigawatt-scale on-site generation could become a standard way to energize new AI capacity in 2026 and 2027.
Trade pressSlicast · October 13, 2026 at 23:23 UTC · Global · Source: NextBigFuture
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CommentaryMeta AI Infrastructure, October 2026: Agent Compute, Hyperion, and an 87% Capex SurgeCommentaryMicrosoft / Azure vs AWS / Amazon vs Google Cloud vs Meta: What AI Capex Is Actually Made Of
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Cleanview's report puts behind-the-meter… · Slicast