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Ben Bajarin
@BenBajarin
CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.
加入 April 2008
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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)