{"id":1266,"date":"2026-10-31T19:19:03","date_gmt":"2026-11-01T01:19:03","guid":{"rendered":"https:\/\/intelligenxe.com\/?p=1266"},"modified":"2026-11-05T19:20:28","modified_gmt":"2026-11-06T02:20:28","slug":"chips-are-still-short-now-power-is-too","status":"publish","type":"post","link":"https:\/\/intelligenxe.com\/?p=1266","title":{"rendered":"Chips are still short. Now power is, too."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0000937966\/000162828026065813\/pressreleasefinancialresul.htm\">ASML says<\/a> its planned supply of chip-making machines won&#8217;t fully meet demand in 2027 or 2028. Gas turbines on order or reserved at GE Vernova <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1996810\/000199681025000159\/gevpressrelease3q25.htm\">nearly doubled in a year<\/a>, to <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1996810\/000199681026000162\/gevpressrelease3q26.htm\">122 gigawatts<\/a>, and customers have paid power and cooling maker Vertiv <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1674101\/000162828026067893\/vrt-20260930.htm\">$4.1B in advance<\/a>, <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1674101\/000167410125000020\/q32025exhibit991vrt10222025.htm\">3.6 times a year earlier<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The gear bill per megawatt is rising too: Vertiv now estimates it can sell <a href=\"https:\/\/s205.q4cdn.com\/554782763\/files\/doc_presentations\/2026\/05\/19\/Vertiv-2026-Investor-Conference_May-19-2026.pdf\">$3.25\u20133.75M<\/a> for each megawatt of data-center capacity, up 10\u201315% from its earlier range. A chip without power earns nothing, so returns depend on megawatts secured, not chips bought.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>Strategist<\/strong><\/em> is built to put an independent strategy beside management&#8217;s, so a plan that counts chips but not megawatts stands out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Which one limits your plan? <a href=\"https:\/\/strategist.intelligenxe.com\">strategist.intelligenxe.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ASML says its planned supply of chip-making machines won&#8217;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 &hellip; <a href=\"https:\/\/intelligenxe.com\/?p=1266\">Continued<\/a><\/p>\n","protected":false},"author":1,"featured_media":1267,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"kt_blocks_editor_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1266","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1266","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1266"}],"version-history":[{"count":1,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1266\/revisions"}],"predecessor-version":[{"id":1268,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1266\/revisions\/1268"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/media\/1267"}],"wp:attachment":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1266"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1266"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}