Private capital · Real assets · Long-term stewardship
GSTJ. Markets
Original analysis on turbine supply, distributed generation, AI infrastructure, defense resilience, and the capital structures that connect equipment to operating capacity.
Market file
Power & Compute · 2026
Research
5 briefs
Primary sources
10
Coverage
Power stack
Standard
Attributed
Sources include Goldman Sachs, Wood Mackenzie, CSIS, and official Siemens Energy, GE Vernova, Mitsubishi Power, Bloom Energy, and Crown Point Equity disclosures.
31 → 66 GW
US data-center power demand, 2025–2027 forecast
Source: Goldman Sachs
110 GW
Global gas-turbine orders at year-end 2025
Source: Wood Mackenzie
116 GW
GE Vernova gas-equipment backlog and reservations
Source: GE Vernova
OEM coverage
Use the equipment plates to open research that cites the original manufacturer disclosures.
Research index
05 of 05 files
Sort complete briefs and market monitors by topic, equipment class, or cited company.
Compute-campus power · editorial imageData-center power
01AI infrastructure is planned at the speed of compute and delivered at the speed of physical systems. The gap is redefining siting, capital structure, and time-to-revenue.
Heavy-duty turbine market · editorial imageTurbine markets
02As orders outrun manufacturing throughput, turbine availability has moved from a procurement consideration to a transaction variable.
Modular power stack · editorial imageDistributed power
03Fuel cells, reciprocating engines, aeroderivative turbines, and large frames solve different parts of the same schedule-and-risk problem.
Mission resilience · editorial imageDefense infrastructure
04Local grid and gas constraints can become industrial-base constraints even when national energy supply appears adequate.
OEM equipment monitor · editorial imageOEM monitor
05Orders, backlog, factory integration, and system breadth show how the power-equipment market is responding to AI-era demand.
