Jun 17, 2026 | Posted by Abdul-Rahman Oladimeji
Circe Energy has secured 2GW of natural gas generation capacity from Cummins to support its planned West Texas AI Infrastructure Campus. Located in the Permian Basin, the project is expected to launch with 150MW in 2027 and scale to 1.1GW by 2030, using behind-the-meter gas generation and microgrid infrastructure to power AI and high-performance computing workloads.
"AI infrastructure is fundamentally a power challenge," said Dagan Baroco, chief commercial officer of Circe Energy. "The market is rapidly realizing that securing land is not enough, and securing a utility queue position is not enough. What matters is the ability to energize capacity when customers need it."
"The economics of waiting years for utility power, relying on expensive bridging solutions, or assuming escalating grid upgrade costs are becoming increasingly difficult to justify," Baroco added. "Behind-the-meter power allows investment to be directed into the data center itself while reducing exposure to the cost, complexity, and uncertainty associated with traditional utility interconnections."
Founded in 2023 and headquartered in Houston, Circe Energy is making its debut in the data center sector with the West Texas project. Cummins, based in Columbus, supplies natural gas generators ranging from 13kW to 2,000kW. The companies did not disclose which generator models will be deployed under the agreement.
