🚨Private data center construction just crossed public transportation infrastructure.

$50 billion.

It took roads and bridges 20 years.

Data centers did it in 2.

$50 billion in construction per year needs electrons.

The grid took the same 20 years to build its current capacity.

It cannot absorb a vertical demand curve on a 2 year timeline.

Grid interconnects: 5-7 year queue.

Data center construction: vertical.

That gap is where the private gas turbine market lives.

Hyperscalers aren't waiting for the grid.

They're building behind the meter mobile turbines on site in 12-18 months.

The binding constraint isn't capital.

It is gas & It's turbines.

Full analysis in my latest article👇