Futura Energy Group

Brookfield: Next decade will see 75GW of AI data centers built, total AI infrastructure spend to pass $7 trillion. Brookfield believes that $4tn will be spent on chips (including fabs and supply chains) and $2tn on AI data centers. $500bn will go to power & transmission, and another $500bn will go to broader tech such as dedicated fiber connectivity, cooling solutions, and robotics manufacturing. “AI is becoming commercial and functional in a greater number of use cases. More efficiency in AI is going to drive more demand for AI. We see very little chance of overbuilding at this point,” Connor Teskey president of Brookfield Asset Management, said. The company predicts that the installed base of GPUs will grow about sevenfold, from ~7 million in 2024 to 45 million by 2034. Those chips will increasingly be used for inference, with around 75 percent of future AI compute demand to come from inference by 2030. Much of this will occur in GPU-as-a-service companies, such as CoreWeave. “We project GPU-as-a-service to grow from about $30bn in 2025 to over $250bn by 2034 as companies, large and small, seek flexible, on-demand access to AI horsepower without the capex commitment.” Are you building your infrastructure team? DM me on LinkedIn or email tom@futuraenergygroup.com to discuss how Futura Energy Group can help. #energyinfrastructure #digitalinfrastructure #electricalinfrastructure #powerinfrastructure #datacenters

Mission Critical should lean on the Oil & Gas Playbook In the last Oil & Gas boom, EPCs delivered multi-billion-dollar assets under tight timelines. They didn’t survive it by working harder. They built an execution model that could scale: ▪️ Industrialized planning and design standardization ▪️ Fully integrated engineering, procurement, and construction teams ▪️ Disciplined cost, quality, and safety frameworks embedded from day one The mission critical sector is now in its own boom cycle. Global data center demand will double by 2030, with 3,000+ new hyperscale builds coming. To meet the next decade’s demand, tried & tested oil & gas industrial methods should be adopted. ▪️ Standardize where possible, customize only where it adds real value ▪️ Co-locate decision-making so engineering, field, and supply chain move as one ▪️ Plan with the end in mind operations, upgrades, and long-term maintainability in from the start The projects are different. The stakes are arguably higher. The builders who thrive in this next chapter won’t just deliver speed they’ll deliver repeatable excellence at scale. #MissionCritical #DataCenterConstruction #ProjectExecution #IndustrialConstruction

Georgia Power Company requests to build 10GW of new generation across gas turbines, solar, and battery storage projects. Breakdown of Sources: ~8,000 MW from an “all‑source” Request for Proposals (RFP), as approved in the 2022 Integrated Resource Plan (IRP) ~1,886 MW of additional, supplemental resources aligned with the 2025 IRP Resource Mix: Combined‑Cycle Natural Gas Units: Five proposed units totaling 3,692 MW, Battery Energy Storage Systems (BESS): 10 new BESS facilities across eight sites, totaling 3,022.5 MW Solar‑Plus‑Storage Projects: Two planned facilities, each pairing solar with BESS, offering a combined capacity of 350 MW Power Purchase Agreements (PPAs): Eleven additional PPAs totaling 2,821 MW, encompassing both newer BESS facilities and natural gas generation Regulatory Outlook: Hearings before the PSC are scheduled for October and early December, with a final vote expected December 19, 2025 “Every day, around the clock, during periods of extreme heat, extreme cold, and everything in between, our teams are working to keep reliable energy flowing for millions of Georgians,” said Rick Anderson, senior vice president and senior production officer for Georgia Power. Are you hiring for your infrastructure projects? DM me on LinkedIn or email tom@futuraenergygroup.com to discuss how Futura Energy Group can help. #energyinfrastructure #powergeneration #energystorage #electricalinfrastructure #powerinfrastructure

Apple launched its $600B American Manufacturing Program (AMP) A sweeping effort to onshore its silicon supply chain and data center infrastructure. It includes: ▪️ 20,000 new U.S. hires ▪️ 19B+ chips made domestically in 2025 ▪️ A 250,000 sq ft Apple server factory in Houston ▪️ Data center expansions in NC, AZ, NV, IA & OR ▪️ Partnerships with TSMC, Texas Instruments, Samsung Semiconductor, GlobalFoundries, and Amkor Technology, Inc. Yesterday, President Trump announced ~100% tariffs on imported chips with exemptions for companies building in the U.S. No timeline shared, but backdated penalties were threatened for broken promises. Servers, silicon, and AI infrastructure are all going domestic and the demand for skilled construction partners is about to explode. Are you building out your Infrastructure team? DM on LinkedIn or email o.dennis@futuraenergygroup.com to schedule a call to see how Futura Energy Group can help. #BuiltInAmerica #DataCenterBoom #SiliconSupplyChain #MissionCriticalInfrastructure #DomesticManufacturing

Entergy to build $1.2bn 500kV transmission line to serve Meta mega data center in Louisiana. $1.2 billion investment: Entergy is constructing a 100-mile, 500 kV transmission line to serve Meta’s planned mega data center campus, known as Hyperion, in Richland Parish, northeast Louisiana. Accelerated timeline: The transmission project is slated to go online by December 2026, according to the 2025 MISO Transmission Plan—earlier than initially expected. Meta's data center scope: Hyperion is being built on a 2,250-acre site between Rayville and Delhi (about 30 miles east of Monroe), with up to nine buildings planned and phased completion expected through 2030 Supplementary infrastructure: The broader plan includes the construction of three combined-cycle combustion turbines totaling 2,260 MW, two new substations, six customer-owned substations, and eight additional 230 kV transmission lines. During its earnings call, Entergy’s CEO Drew March noted a robust pipeline of data center projects in the 5–10 GW range, prompting the utility to raise its four‑year capital expenditure forecast by $3 billion to support industrial and data center load growth. Are you hiring for your infrastructure projects? DM me on LinkedIn or email tom@futuraenergygroup.com to discuss how Futura Energy Group can help. #energyinfrastructure #digitalinfrastructure #electricalinfrastructure #powerinfrastructure #datacenters

Ringing the bell in NYC!! Honored to join Agustin Tristan and the GlobaTerra SPAC team in ringing the Nasdaq opening bell today. GlobaTerra Acquisition Corp. (Nasdaq: GTERU) is a SPAC with a mission to tackle global food and water security by backing sustainable agribusiness, ag‑tech, and water infrastructure across the Americas. They’re focused on acquiring best‑in‑class companies valued between $500M and $1B with proven scalability and real‑world impact. The team brings decades of experience, over $300M invested in agriculture, $1B+ in water projects, and a strong track record of successful SPAC transactions. Excited to see how they combine capital, operational expertise, and deep industry networks to deliver returns while creating measurable social and environmental impact. Good luck to the whole team! #infrastructure #sustainability #waterinfrastructure #agribusiness

Turnkey Solution: Land+ Power+ Fiber = Game Changing Quantica Infrastructure Unveils 1GW ‘Big Sky’ Data & Energy Campus in Montana Backed by EnCap Investments L.P., Quantica has announced its flagship 5,000-acre Big Sky Digital Infrastructure campus near Billings, Montana designed to power hyperscale, AI, and cloud growth with renewables, battery storage, and high-speed fiber. The site will launch with 500MW of capacity, expandable to 1GW, with construction beginning in 2026 and full Phase I delivery expected by 2030. NorthWestern Energy will serve as the utility partner. “This is about building Montana’s future on our natural strengths while creating digital-age opportunities.” Damon Obie, Co-founder Led by former Talen Energy CFO John Chesser aims to deliver master-planned campuses that integrate land, clean power, and fiber at the grid edge. While Montana has been off the data center map, its abundant land, renewable energy, and new fiber corridors are changing that fast. Are you building out your Infrastructure team? DM on LinkedIn or email o.dennis@futuraenergygroup.com to schedule a call to see how Futura Energy Group can help. #DigitalInfrastructure #HyperscaleGrowth #CleanEnergyDevelopment #AIReadyCampuses #DataCenters

Hyundai Engineering & Construction Co.,Ltd. to deliver nuclear power to Fermi America 11GW AI campus in Amarillo, Texas. The project is being developed in conjunction with the Texas Tech University System. It is designed to be the world's largest, first-of-its kind private grid to power next-generation AI. The site spans 5,769 acres, with full build-out capacity expected to reach 11GW. Fermi aims to integrate a range of energy sources to power its HyperGrid campus, including, what it says will be “the largest nuclear power complex in America.” "We couldn't be more pleased to partner with the team at Hyundai E&C to power the future of AI," said Fermi America co-founder Toby Neugebauer. "We have been impressed by the executive team Fermi America has assembled, bringing together seasoned leaders in their respective fields," said Hyundai E&C CEO Hanwoo Lee. The company plans to install four 1GW Westinghouse AP1000 nuclear reactors on the site, and the nuclear complex could start construction next year and be completed by 2032. The U.S. Nuclear Regulatory Commission is currently in the process of reviewing the application. Are you hiring for your infrastructure projects? DM me on LinkedIn or email tom@futuraenergygroup.com to discuss how Futura Energy Group can help. #energyinfrastructure #digitalinfrastructure #electricalinfrastructure #powerinfrastructure #datacenters

📣 Calling all Data Center Builders. I’m partnered with GCs & Subcontractors who are ramping up major hyperscale and colocation projects across Texas, Virginia, and Pennsylvania. Focus Roles this week: ▪️ Superintendents (civil & electrical )- (Nationwide) ▪️ Construction Managers (TX, VA, GA) ▪️ Project Managers (VA, IL & TX) ▪️ Estimators- (TX, PA & VA) If you’ve built high-spec, fast-track, or live mission-critical facilities. I want to hear from you. DM me or send your resume over to o.dennis@futuraenergygroup.com. #DataCenters #ConstructionJobs #MissionCritical #Superintendent #ProjectManager

🤘Austin, TX is quietly becoming one of the most strategic battlegrounds for the future of AI, Data Centers, Energy & Crypto. In the last 30 days: ⚡ Tesla announced a massive data center project at Giga Texas. 🔌 Amazon Web Services (AWS) is expanding its data center footprint. ⛏️ Riot Platforms, Inc. & Core Scientific are proving that #Bitcoin mining infrastructure is a powerful base layer for AI compute. Here’s what I’m seeing: 👊 Every hyperscaler is racing to secure land + power before everyone else. 👊 The line between “AI” and “energy” companies is blurring fast. 👊 Humans with a mix of power systems + digital infrastructure experience is going to be incredibly valuable in the next 12-24 months. If you’re building in this world, I’d love to connect. Let’s build the next era of infrastructure right here in Texas. Oliver D. Tom Watson James Howl-Newton Jason Hastie Matthew Tatum