#CVX: $193.39 Chevron will supply natural gas to power Microsoft's (#MSFT) Project Kilby AI data center in West Texas under a 20-year agreement. - The facility is expected to consume nearly 2.7 GW of electricity—enough to power about 2 million homes. Most of the electricity will come from gas turbines supplied by GE Vernova (#GEV), with Caterpillar (#CAT) also providing turbines. - Chevron expects to make a final investment decision later this year, and the data center is expected to begin receiving power in 2028. The dedicated power supply will not be connected to the public electric grid.