U.S. liquefied natural gas exporter Venture Global has signed agreements with GE Vernova and Baker Hughes to support a major expansion of its independent natural gas-fired power generation network, positioning the company to capitalize on growing electricity demand from artificial intelligence data centers.

The agreements cover up to 16 power generation units, each with a capacity of 720 megawatts (MW), along with associated electrical infrastructure. Together, the units could provide approximately 11.5 gigawatts (GW) of additional generating capacity, supporting Venture Global’s ambitions to develop up to 10 GW of AI computing capacity by the end of 2034.

The expansion builds on Venture Global’s existing portfolio of approximately 4.5 GW of modular gas-fired power capacity, comprising six power islands that are operating, under construction, or on order at its LNG facilities.

Unlike conventional power projects connected to regional electricity networks, Venture Global’s proposed facilities would operate independently of the public grid, supplying dedicated electricity to potential data centers located on company-owned or controlled land.

The company says the approach would allow it to develop large-scale computing infrastructure without drawing additional power or water from public utilities, potentially avoiding some of the infrastructure constraints facing U.S. data center developers.

Venture Global expects to place its first power island purchase order by the end of 2026, with subsequent investments dependent on customer commitments, market demand, and other commercial considerations.

According to a regulatory filing, the combined equipment agreements could be worth approximately $17.2 billion if Venture Global proceeds with all contemplated purchases. The company has already entered into a manufacturing capacity reservation agreement with GE Vernova covering eight power islands beyond the initial planned unit, although most equipment purchases remain conditional.

The expansion represents a potential diversification of Venture Global’s business beyond LNG exports into dedicated electricity infrastructure for artificial intelligence.

The company operates and develops LNG facilities along Louisiana’s Gulf Coast, including Calcasieu Pass, Plaquemines LNG, and CP2 LNG. Its total LNG capacity in production, construction, or development exceeds 100 million metric tons per year.

Venture Global emphasized that any future third-party data center developments would remain separate from its LNG export operations and would not affect existing gas supply commitments.