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.
Strait of hormuz × Gas turbine orders
Strait of Hormuz and gas turbine orders pair through Mitsubishi's Qatar Facility E award. Post 054 documents how the same OEMs supplying US data center power are now also supplying the Qatar restart and rebuild.