AI Compute Expansion Relies on Gas Turbine Power
tengyanAI · x · 2026-07-05
An in-depth analysis reveals that AI compute infrastructure relies heavily on stable power, making onsite gas turbines the fastest solution. GE Vernova has secured about 80GW in cumulative orders for 2025, with backlogs extending into 2029. Facing multi-year grid connection queues, hyperscalers are pivoting to onsite gas power generation for data centers. GE, Siemens, and Mitsubishi hold roughly a 75% share of the heavy-duty gas turbine market. GE is ramping up its annual production capacity from around 50 units, though delivery speeds are currently constrained by two blade suppliers.
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