Venture Global weighs off-grid data-centre power; frame deals cover up to 16 power islands

Venture Global, a producer and exporter of liquefied natural gas based in Arlington, Virginia, has said it is considering a new line of business: supplying power and site infrastructure to data centres with no connection to the public grid. The company set out the idea on 10 November 2026 in its third-quarter results release.

What the company is proposing

Chief executive Mike Sabel described the plan as a potential addition to the business, built on capabilities the company says it already has. Venture Global says it builds and operates its own power network that runs off the grid in island mode, and it now wants to offer data-centre customers what it calls an "off-grid AI utility". By its account, the package could include power in island mode, land, water systems that run in closed loops, gas produced in America, its in-house engineering, procurement and construction team, and its delivery record, offered as the market calls for them.

The company calls the expansion staged and market-driven. It says it believes this will make it the first AI utility to be fully vertically integrated, combining energy and infrastructure in one turnkey offer for American data centres.

Equipment agreements

In October 2026, Venture Global signed frame agreements with GE Vernova and Baker Hughes Energy Services. The agreements cover up to 16 new power island units of 720 MW each, along with associated power transformers and grid equipment. The company says they give it a flexible way to obtain generation and transformer equipment, which it describes as among the scarcest items on the market today. It presents the agreements as support for a possible expansion of the island-mode network it already runs.

Venture Global says this lets it tackle one of the largest limits on adding compute capacity, and that it can get power to its customers years earlier than conventional grid-connected schedules allow.

Sites and supply

The company lists what it says it can bring from more than ten years of building large LNG facilities: roughly 15,000 acres of land under its control, access to about 13 billion cubic feet a day of pipeline capacity, existing power of about 4 GW, and an in-house team of 1,000 people with experience designing, building, commissioning and running grids in island mode.

It names two sites, in Cameron Parish and Plaquemines Parish, Louisiana, about 250 miles from each other. Venture Global says it expects to offer large-scale compute capacity there without relying on the public power grid or public water supplies.

On timing, the company says it believes it can start providing compute capacity from late 2028 and reach roughly 5 GW by the close of 2031. It describes the approach as modelled on the way it has developed its LNG business.