Mitsubishi Heavy Industries
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- AI Data Centers Drive a Gas Turbine Shortfall
AI data-center construction has pushed gas-turbine orders beyond manufacturers' production capacity, with new-equipment deliveries stretching into the 2030s and average US delivery times reaching six years, according to a Reuters report cited by IT之家 AI. Power companies and developers are seeking used, refurbished, mothballed and aeroderivative units as alternatives, although Enverus Intelligence Research researcher Noor Kureishi said the secondary market is unlikely to substantially ease delays because spare capacity is limited. Crusoe reportedly ordered 13 aeroderivative turbines from ProEnergy for US AI data-center projects with 650 MW of combined installed capacity.
IT之家 AI · 🔥 6 - Mitsubishi Heavy Industries reportedly to expand Georgia gas turbine plant for AI power demand
Nikkei, as reported by TechNews and MoneyDJ, says Mitsubishi Heavy Industries will invest $490 million (about ¥77 billion) to expand its factory in Georgia, raising U.S. gas-turbine manufacturing and maintenance capacity. The company said it plans to invest more than ¥100 billion across Japanese and U.S. sites to double large gas-turbine capacity by fiscal 2030 versus fiscal 2024, with the Georgia expansion forming part of that plan. The International Energy Agency estimates global data-center electricity demand will reach twice the 2024 level by 2030.
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