U.S. Expansion Succeeds

Mitsubishi Heavy Industries ramps U.S. gas turbine assembly and service capacity fast enough to capture a larger share of AI data center power demand. The expansion gives hyperscalers and utilities another credible supplier beyond GE Vernova and Siemens Energy, easing but not eliminating the turbine shortage.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.