ASML says its planned supply of chip-making machines won’t fully meet demand in 2027 or 2028. Gas turbines on order or reserved at GE Vernova nearly doubled in a year, to 122 gigawatts, and customers have paid power and cooling maker Vertiv $4.1B in advance, 3.6 times a year earlier.
The gear bill per megawatt is rising too: Vertiv now estimates it can sell $3.25–3.75M for each megawatt of data-center capacity, up 10–15% from its earlier range. A chip without power earns nothing, so returns depend on megawatts secured, not chips bought.
Strategist is built to put an independent strategy beside management’s, so a plan that counts chips but not megawatts stands out.
Which one limits your plan? strategist.intelligenxe.com
