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“companies like Bloom Energy, Bergen Engines, Wärtsilä and many others have been remarkably successful”
@dylan522p
Bloom Energy's fuel cells are the fastest BTM power tech for datacenters; a grid that goes negative-headroom by 2027 sends 50GW+/yr of demand straight to Bloom's door
BELONG@ $249.56
$205.76-17.55%
since call Jun 25
“Overcoming GEV and Siemens turbine capacity constraints proved far easier than many had feared”
@dylan522p
GE Vernova gas turbines are sold out through 2030 as datacenter BTM demand explodes; scarcity of its machines raises both price and backlog for years
GEVLONG@ $1,034.52
$975.63-5.69%
since call Jun 25
peak +5.1%
“BTM will power well over half of new US datacenters in 2028+, and the Total Addressable Market (TAM) for DC BTM equipment to cross 50GW/ year by 2029”
@dylan522p
Baker Hughes wins BTM datacenter gas equipment orders as 50GW+/yr TAM emerges and hyperscalers bypass the grid with onsite gas generation at massive scale
BKRLONG@ $57.86
$61.50+6.30%
since call Jun 25
peak +9.4%
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