The Power Grid — Power, Cooling & Construction · AI Chain
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Siemens Energy (ADR)loading…
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Third leg of the gas turbine triopoly
What they do
Siemens Energy is the third leg of the gas-turbine triopoly alongside GE Vernova and Mitsubishi. Almost doubled gas turbine sales (100→194 units) in fiscal 2025. 60% of 2025 gas turbine orders are tied to data centers. Partnered with Oklo on small-modular-reactor steam turbines. European ADR — liquidity is less than U.S. names. Wind subsidiary still bleeding cash, which is why the stock isn't up as much as GEV.