The Private Power Boom: Skousen’s Energy Pitch

“The Private Power Boom” is the energy report in Dr. Mark Skousen and Matt McCall’s “XAI Boom” bundle, and its title phrase is the campaign’s own coinage for a real and documentable shift: hyperscalers, facing years-long grid interconnection queues, are contracting their own generation and bringing power directly to the data center. If you searched the phrase, here is what it means, where it sits in the campaign, what verifies, and our honest read. The complete treatment is our XAI Boom review. The details are in our Mark Skousen: The Economist Behind Gross Output article.

The Phrase, In the Pitch’s Words

The presentation’s framing: “The world’s largest maker of gas turbines is effectively sold out through 2030… these companies are looking for ways to bring their own power directly to the data center, and they’re creating an entire new energy market. I call it the private power boom.”

The report, “The Private Power Boom, Five Ways to Profit as Big Tech Builds a New Power System Beyond the Traditional Grid,” carries “five specific investments… the name and the ticker of each one” behind the subscription. The supporting facts our review verified: Three Mile Island’s restart agreement, Amazon’s $650 million campus purchase, Vistra’s run, and GE Vernova’s gas-turbine backlog past 2030, all documented public history.

Why the Shift Is Real

The mechanics are worth explaining because they are the thesis’s substance. Data centers at AI scale need hundreds of megawatts each, and the grid’s interconnection queues in key regions run years long, so the largest buyers have moved to direct procurement: gas turbines sited at the facility, restarts of retired nuclear plants under contract to a single user, and campus purchases that come with their own generation. When the world’s largest turbine maker is sold out through 2030, the constraint is the hardware, and the hardware makers and site-level enablers become the bottleneck assets, which is exactly what the report’s five picks are meant to express.

The name “private power” is honest: the trend is private in the procurement sense (contracted directly, outside the rate base), not in the securities sense (the plays are public companies). That distinction matters for a reader triaging the phrase, since nothing exotic is being sold: it is a sector thesis about who profits when the biggest power customers build their own supply.

The Honest Read

What checks out: essentially everything on camera in this act, which is why our review called the power act the campaign’s most factually grounded. The backlog is public; the restart and campus-purchase stories are documented; the causal chain from AI capex to generation hardware is the simplest logic in the whole presentation.

The caveats. The five names are gated, so the free presentation gives the thesis and not its expressions, and the obvious beneficiary (the turbine maker) has had its backlog story priced for a while, which is the standard argument for why the report’s less-obvious names might carry more room. The pace question is open: utilities remain central to most large loads, and the “new energy market” is accelerating but early. And the campaign’s macro wrapper (the “final bull market,” the market that “could double from here, maybe even triple by 2029”) is opinion attached to these facts, not derived from them.

For the theme’s other coverage: our GE Vernova piece covers the turbine-maker angle from this campaign, the AI power stocks list covers the report’s framing, and the Infinite Power campaign’s Bloom Energy and AI energy stocks pieces cover the on-site generation angle from another publisher.

Frequently Asked Questions

Is the turbine backlog real? Yes, and it is the act’s anchor: “The world’s largest maker of gas turbines is effectively sold out through 2030.” Our review verified the supporting facts as well: Three Mile Island’s restart agreement, Amazon’s $650 million campus purchase, Vistra’s run, and GE Vernova’s gas-turbine backlog. All documented public history, which makes the power act the campaign’s most factually grounded section.

What do I get in the report? “The Private Power Boom, Five Ways to Profit as Big Tech Builds a New Power System Beyond the Traditional Grid,” carrying “five specific investments… the name and the ticker of each one.” The free presentation gives the thesis; the names are subscription content, and the trial terms (90 days, full refund, reports kept) govern the inspection.

Why is the trend called “private” power? Private in the procurement sense: generation contracted directly by the buyer, outside the regulated rate base, because grid interconnection queues run years long and data centers need hundreds of megawatts each. The plays themselves are public companies, so nothing exotic is being sold.

What does this mean? The thesis’s bottleneck logic is the simplest in the whole presentation: when the largest buyers build their own supply, the hardware and the site-level enablers become the constraint. Judge the sector on the free facts, and judge the five names on the refund window’s terms before committing.

The Offer

The bundle: a year each of The Skousen Report and McCall’s Innovation Report, the Private Power Boom report, “The Second IPO Blueprint,” “Machine Medicine,” the final exit plan, and The Maxims of Wall Street, at “$795… for just $129” with 90 days to examine everything, a full refund, and every report kept. If the private power thesis is what earned your attention, the full presentation is here.

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