IT之家 · 智能时代T2·Infra
72 pts
Surging AI data center power demand has made gas turbines a critical bottleneck for compute expansion: global order backlog exceeds 100GW against 60-70GW of manufacturing capacity, pushing new-unit lead times to 2030-2031. Utilities, developers and data center power providers are scrambling for secondhand and refurbished units, even aeroderivative turbines, though analysts say limited spare supply will barely ease delays.