Anthony Langley backs behind-the-meter AI power

Anthony Langley told Capacity TV that grids cannot keep pace with AI data centre demand and that behind-the-meter generation can be deployed far faster than nuclear or conventional turbines. He said Langley Holdings signed 3GW of US behind-the-meter agreements in 12 months, with a similar volume of potential demand. The signal is that AI data centre power is becoming a distributed generation market, not only a grid connection problem.

• Langley says 3GW of US behind-the-meter agreements were signed in 12 months
• Power constraints are shifting data centre strategy beyond grid access

The fact

At Datacloud Global Congress 2026, Langley Holdings founder and chief executive Anthony Langley told Capacity TV that grids cannot keep pace with AI data centre demand. He said behind-the-meter power using reciprocating engines can move from zero to energised within months, while nuclear remains at least a decade away and conventional turbines are sold out for more than five years. Langley compared the AI boom to an industrial revolution, with power as the “picks and shovels” of the gold rush.

The Assessment

The interview points to a separate distributed power market forming around AI infrastructure. If grid expansion and new baseload options cannot match compute demand fast enough, data centre operators will look beyond interconnection queues and towards deployable generation assets. That makes behind-the-meter power more than a temporary workaround. It favours engine manufacturers, power integrators and independent power suppliers, while shifting site selection towards fuel access, permitting speed and modular generation capacity.

What to Watch

Watch Langley’s 3GW US order delivery, whether another 3GW of potential demand becomes contracted, and whether Europe starts to show the same AI-driven power stress now visible in the US.