
Fortress Transportation and Infrastructure Investors
CorporationWikipedia
4
MENTIONS
3
EPISODES
3
PODCASTS
Search complete. 4 mentions across 3 episodes found for "Fortress Transportation and Infrastructure Investors".
Sep 11, 2026
Your Newest Resource For AI Investing Has Arrived
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56:23Eric BleekerHOST
And like I said earlier, one of the key ways to be able to generate power is essentially taking jet engines to generate power and using them to generate Power for these large data centers.
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56:38Eric BleekerHOST
And this is what FTAI Aviation is going to do.
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56:42Eric BleekerHOST
SpaceX, as I noted, they have 1.4 gigawatts of compute today.
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56:48Eric BleekerHOST
They're expected to go up to...
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57:55Eric BleekerHOST
They're currently shipping about three gigawatts of turbines per quarter against a backlog of 116 gigawatts.
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58:03Eric BleekerHOST
So that means that Their backlog now stretches into 2031, even with some growth in what they're able to produce.
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58:13Eric BleekerHOST
Here's where FTAI Aviation comes in.
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58:16Eric BleekerHOST
This is a company that their legacy is essentially doing – they're a platform for leasing and repairing jet engines.
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Unknown podcast
Why Small Cap Value Beats Large Caps
Aug 24 · 1 Mention
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6:24Dan JohnsonHOST
The early investors, the ones doing the work, they captured the alpha.
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6:27speaker_1HOST
And FTAI Aviation is another perfect example of this from the research.
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6:31Dan JohnsonHOST
Oh, yeah.
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6:31Dan JohnsonHOST
Tell them about that one.
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Unknown podcast
AI Profits Move From Code To Power
Aug 18 · 1 Mention
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7:40GeminiHOST
Bodhi highlights Constellation Energy, which just delivered a blockbuster second quarter adjusted EPS of two dollars and fifty-five cents, aggressively beating estimates and raising their full year guidance.
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7:51Phil DavisHOST
And look at FTAI Aviation as well.
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7:53Phil DavisHOST
They just secured a massive one point four six billion dollar order for gas turbine generators.
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7:58GeminiHOST
Right.