Jereh
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- AI Data Center Power Demand Draws Attention to Gas Turbine Supply Chains
36Kr, citing China Securities Journal, reports that accelerating AI data-center construction is boosting demand for power equipment and drawing attention to gas-turbine supply-chain opportunities. It says Jereh is advancing large-order delivery and capacity expansion, Zhongchao Holdings is expanding component cooperation, and Turbine Technology is accelerating commercialization of domestically developed gas turbines. Analysts cited by the report see on-site gas-turbine power as an opportunity amid North America’s AI power demand and lengthy grid-expansion timelines, though the report says order execution, capacity release and overseas project delivery remain areas to watch.
36氪快讯 · 🔥 0
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