AI Power Shortage Logic Continues to Play Out, Gas Turbine Demand Surges

The industry logic that "the end of computing power is electricity" continues to play out, as the gas turbine industry enters a high prosperity cycle. Jereh Group has signed an order for gas turbine generator sets worth RMB 2.359 billion, and the delivery schedules of gas turbines from international giants such as Siemens Energy have been pushed out to 2030, making the contradiction between robust industry orders and delivery tightness increasingly prominent. Recently, a reporter's investigation found that the large-scale construction of artificial intelligence data centers (AIDC) is driving up electricity demand. Gas turbines are expected to become the preferred solution for AIDC primary power supplies, thanks to their advantages such as rapid installation, flexible single-unit scalability, and strong deployment adaptability. (Shanghai Securities News)