19 November 2025 Assessing AI bottlenecks Equities Gas power equipment ramping up to meet demand Global AI power bottleneck driving demand for gas turbines Nine stocks in our coverage on the gas power for AI theme The sustained upcycle supports our positive stance on eight (Buy rated) of the nine gas power supply chain players globally under our coverage. We have a Hold rating on GEV, while we view Siemens Energy (Buy) as a more attractively valued diversified supplier of heavy-duty power and grid equipment ...