CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.
Via Morgan Stanley gas turbine tracker:
38GW of Gas turbine orders in calendar 2Q26 is a new quarterly record, and 1H26 orders are now annualizing at 134GW for 2026 (+34% YOY)