#gasturbines

GE Vernova carries ~25% of the world's electricity on its installed base and books gas turbines years out. Its three segments, the datacenter-power bottleneck, and the bull and bear cases.

Originally published at norvik.tech Introduction A deep dive into Elon Musk's...

Overview: Why the Turbine Delay Matters SpaceX’s decision to keep 69 unpermitted natural‑gas turbines...