Slotting In the Future: Gas Turbine Reservations and the AI Power Land Grab

For two decades, gas turbines were the asset class you worried about stranding. In 2025, the problem flipped: developers with billions of dollars and blue‑chip credit are queuing to reserve turbine manufacturing capacity years before they know where the power plant will sit, who the offtaker is, or what the final capex will be. The new scarce commodity …