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Read the Order Book: Turbines on Backorder and an Agent on the Night Shift
Derrick and Packer read the one place in earnings week that's hard to spin: the order book and the operating stats. Gas turbines are being bought by the gigawatt for data centers, mostly by customers nobody will name. The flagship oil-patch power project is still working toward a final investment decision. Inside the operators, the AI that's actually paying off isn't a press release. It's an agent on the night shift.
In this episode:
- Baker Hughes: Q3 orders of $10.8B, $5.9B of it in IET (its second-largest IET order quarter). RPO is $46.4B, with a record $39.4B in IET, and IET book-to-bill…
The skinny
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