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“companies like Bloom Energy, Bergen Engines, Wärtsilä and many others have been remarkably successful”
@semianalysis_
Bloom Energy is a named BTM fuel cell OEM winning the datacenter power buildout as US grid headroom turns negative by 2027.
BELONG@ $250.91
$204.97-18.31%
since call Jun 25
“Overcoming GEV and Siemens turbine capacity constraints proved far easier than many had feared”
@semianalysis_
GE Vernova is a named BTM gas turbine OEM with its equipment sold out through 2030, capturing the full price of insatiable datacenter power demand.
GEVLONG@ $1,029.22
$977.17-5.06%
since call Jun 25
peak +5.1%
“BTM will power well over half of new US datacenters in 2028+”
@semianalysis_
BTM datacenter buildout drives structural natural gas demand as the only scalable firm dispatchable fuel for AI infrastructure, with TAM crossing 50GW/yr by 2029.
NATGASLONG@ $3.42
$2.84-16.94%
since call Jun 25
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