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Vanishing Power: Seizing the Final Natural Gas Turbines for AI Infrastructure
A stealth scramble is underway in the global energy supply chain. For AI infrastructure builders, the window to secure high-capacity natural gas turbines is narrowing — fast. As of mid-2025, Eliakim Capital's global infrastructure intelligence network has visibility into a diminishing cache of just 47 natural gas turbines — ranging from 30 MW to 450 MW — stranded across stalled utility projects and post-COVID supply divestitures. These turbines are not speculative assets; the

Rich Washburn
Jun 27, 20252 min read
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