Infrastructure Portfolio LogoInfrastructure Investor

Denham Capital eyes ‘overlooked’ opportunity with coal-to-gas conversion for data centres

Wide reporting on the fact that global gas turbine production cannot keep up with demand has made it clear that any order for a new turbine will take as much as five years to fill. Estimates for new nuclear plants in the US are on a similar timescale. Data centres focused on artificial intelligence training […]

14 November 20254 mins read