Venture Global（VG.US）：宣布重大设备订单，支持向数据中心电力业务多元化转型，到2034年将超10吉瓦

Venture Global (VG, Buy) announced a series of major equipment orders with GEV and BKR on 10/15/26 as part of a potentially significant diversification into data center power. Under the agreements, VG has secured gas-fired power and grid equipment (turbines, transformers, switchgear, etc.) to support the build-out of 16,720 MW power plants, allowing >10 GW of data center compute by 2034. We expect first deployments potentially in late 2028 with roughly half ramped by 2031. VG's offering is an off-grid (behind-the-meter) powered shell solution (land, power, buildings, but not chips) on/around its existing Louisiana LNG facilities. There were no customer commitments noted, though we would expect long-term fixed offtake agreements. We see five complementary aspects: internal EPC capabilities, supplier relationships, shared services/infrastructure with LNG, high power reliability, and the ability to switch between liquefying gas for export and burning it for compute. Key investor questions