Turbines sold out through 2030: 25 categories of datacenter power gear face multi-year backlogs
CatAstro_Piyush · x · 2026-09-19
A widely shared list catalogs 25 categories of datacenter/power infrastructure equipment now facing multi-year backlogs: 500+ ton chillers at 2-year lead times, aeroderivative and medium industrial turbines over 2 years, and steam turbines similarly constrained. Quoting Elon Musk: turbines are sold out through 2030, only three casting companies worldwide make turbine blades and vanes, and SpaceX/Tesla may have to manufacture them internally.
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