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AI CURATED HOT STORY · 11/9/2026

AI Data Center Power Crunch: Gas Turbine Lead Times Stretch Into 2030s, Secondhand Market Booms

1 reports archived1 independent sourcesupdated 11/9/2026, 15:33:09
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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.

LATEST/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.

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Total 1 reports · Latest first
  1. IT之家 · 智能时代T2·72 pts

    AI Data Center Power Crunch: Gas Turbine Lead Times Stretch Into 2030s, Secondhand Market Booms

    • Global gas turbine orders exceed 100GW versus 60-70GW capacity, with new deliveries concentrated in 2030-2031
    • Jefferies estimates US data centers need nearly 17GW of gas turbine capacity this year, potentially tripling by 2028
    • Secondhand, refurbished and aeroderivative turbines are stopgaps, but spare equipment is scarce and relief limited
    • Emissions permits and grid interconnection also delay projects; alternatives like Wärtsilä gas engines gain on shorter lead times