05.25
The Order Book Hits the Tape
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Energy security × Gas turbine orders
Energy security and gas turbine orders co-occur in OEM disclosures. Post 054 documents Siemens Energy explicitly attributing US Q2 demand to data centers under a security framing that frames domestic generation as strategic infrastructure.