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.
The reported shortage identifies power-generation hardware as a major constraint on AI data-center expansion, with orders exceeding Siemens Energy, GE Vernova and Mitsubishi Heavy Industries' production capacity.
IT之家 11 月 9 日消息，据路透社今天（9 日）下午报道，AI 数据中心建设热潮让燃气轮机供不应求，新设备的交货期甚至排到了 2030 年代。
为尽快获得发电设备，全球各地的电力企业、项目开发商和数据中心供电商四处搜寻二手燃气轮机，重新启用长期封存的机组，甚至把退役喷气发动机改造成发电设备。
尽管外界对 AI 技术潜在风险的质疑不断增加，AI 概念股近期也遭遇抛售，但数据中心的需求依然旺盛。由于数据中心耗电量巨大，燃气轮机等关键发电设备的供应成为制约行业发展的瓶颈。
能源咨询机构伍德麦肯兹高级分析师奥罗拉 · 特诺里奥谈及美国燃气轮机市场时披露：“大家讨论的交货时间基本都集中在 2030 年至 2031 年。”
十多名设备经纪商、服务商和供应商透露，部分企业不愿继续等待新设备交付，转而寻找二手、翻新设备，或采用航空发动机技术制造的燃气轮机。
#Crusoe#ProEnergy#Siemens Energy#GE Vernova#Mitsubishi Heavy Industries#GE Aerospace#Wood Mackenzie#Enverus Intelligence Research#Origin Partners#Aurora Energy Research#ReflowX#Solar Turbines