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Fortress Transportation and Infrastructure Investors

Fortress Transportation and Infrastructure Investors

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Search complete. 4 mentions across 3 episodes found for "Fortress Transportation and Infrastructure Investors".

Sep 11, 2026

Eric BleekerHOST
56:23
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.
Eric BleekerHOST
56:38
And this is what FTAI Aviation is going to do.
Eric BleekerHOST
56:42
SpaceX, as I noted, they have 1.4 gigawatts of compute today.
Eric BleekerHOST
56:48
They're expected to go up to...
Eric BleekerHOST
57:55
They're currently shipping about three gigawatts of turbines per quarter against a backlog of 116 gigawatts.
Eric BleekerHOST
58:03
So that means that Their backlog now stretches into 2031, even with some growth in what they're able to produce.
Eric BleekerHOST
58:13
Here's where FTAI Aviation comes in.
Eric BleekerHOST
58:16
This is a company that their legacy is essentially doing – they're a platform for leasing and repairing jet engines.

Unknown podcast

Why Small Cap Value Beats Large Caps

Aug 24 · 1 Mention

Dan JohnsonHOST
6:24
The early investors, the ones doing the work, they captured the alpha.
speaker_1HOST
6:27
And FTAI Aviation is another perfect example of this from the research.
Dan JohnsonHOST
6:31
Oh, yeah.
Dan JohnsonHOST
6:31
Tell them about that one.

Unknown podcast

AI Profits Move From Code To Power

Aug 18 · 1 Mention

GeminiHOST
7:40
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.
Phil DavisHOST
7:51
And look at FTAI Aviation as well.
Phil DavisHOST
7:53
They just secured a massive one point four six billion dollar order for gas turbine generators.
GeminiHOST
7:58
Right.

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