GE GEV GE Vernova Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Howmet's gas turbine business is expected to double from ~$1B to $2B in revenue over the next 3-5 years, driven by data center power demand, and they are expending significant capex on this. — This is a major multi-year growth signal for the gas turbine supply chain, indicating robust demand for power generation equipment for data centers which likely benefits those OEMs and related infrastructure providers.