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.
The report highlights AI infrastructure demand extending into power equipment, with three Chinese companies reporting progress in gas-turbine orders, components and commercialization.
AI用电需求催生设备订单,燃气轮机产业链投资机会受关注-36氪
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#Jereh#Zhongchao Holdings#Turbine Technology#AI data centers