Gas turbine manufacturers Loading... : Investor Sentiment and Bull/Bear Views
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14:51
Jul 04
Jul 04
Gas turbines sold out until 2030
From underwriting his own 1 gigawatt data center, Chamath says an order placed today cannot get a gas turbine viable and turned on before 2030. He stresses this is not a technology issue but purely a supply chain issue, which makes turbine capacity, not generation technology, the scarce asset in the power build-out.
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About Gas turbine manufacturers Investor Commentary
Across the available history and selected sources, Buzzberg tracks Gas turbine manufacturers across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Chamath Palihapitiya.