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Originally Posted by cabmandone
I've done a bit of reading on GEV. From what I've found their increase in stock price stems from what we've been discussing, the demand created by data centers. I wonder if a point of use company like Baker Hughes could benefit from this demand? Could a data center buy essentially a point of use turbine to generate its own power?
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Haven’t looked into it but I think whatever generators BKR sells to power remote drill sites etc would be totally inadequate for a data center.
The gas turbine names have flown the coop, as far as I can tell. Shrug, move on to a idea where you’re early not late.