May 3, 2026
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MARA's $1.5B Long Ridge Buy Sets the New AI Infrastructure Playbook
At a San Francisco forum, Power HF CTO Harish Jere pegged U.S. interconnection waits at five to six years; heavy-duty gas turbines from GE, Siemens, and Mitsubishi carry four-year lead times, and Meta and other hyperscalers are paying deposits years ahead against ~100 GW of backlogged orders.