Gas turbine orders booked to 2030, prices up 195% as AI power gap widens
FinanceYF5 · x · 2026-09-23
Part 4 of an AI datacenter power-gap thread: gas turbine orders reportedly run to 2030 with prices up 195% vs 2019; high-voltage transformer lead times stretched from 1 year (2020) to 2-4 years. On-site power and storage help but can't close the gap short-term. Context: 55% of 2025's US generation growth went to datacenters, whose demand doubles from 31GW (2025) to 66GW (2027).
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