This Year in Gas


Earnings szn power & data center 🧵: AI accelerating growth, hyperscalers facing supply constraints thru '26 despite $100B+ capex. NEE sees 10GW+ DC backlog; gas turbines & storage booming (eg, GEV/TSLA). Liquid cooling-modular construction-on-site gen trends accelerating.
Shanu Mathewx.com