Today for AI
HOT RADAR
computeHEAT 0.0°

AI CURATED HOT STORY · 11/9/2026

AI Data Center Power Crunch: Gas Turbine Lead Times Stretch Into 2030s, Secondhand Market Booms

2 reports archived2 independent sourcesupdated 11/12/2026, 04:02:14
Synthesis & Latest Updates
2 Sources Cross-Validated

Surging AI data center power demand has made gas turbines a critical bottleneck for compute expansion: global order backlog exceeds 100GW against 60-70GW of manufacturing capacity, pushing new-unit lead times to 2030-2031. Utilities, developers and data center power providers are scrambling for secondhand and refurbished units, even aeroderivative turbines, though analysts say limited spare supply will barely ease delays.

LATEST/Surging AI data center power demand has made gas turbines a critical bottleneck for compute expansion: global order backlog exceeds 100GW against 60-70GW of manufacturing capacity, pushing new-unit lead times to 2030-2031. Utilities, developers and data center power providers are scrambling for secondhand and refurbished units, even aeroderivative turbines, though analysts say limited spare supply will barely ease delays.

Hourly heat curve

149 fully observed hours
Now
0.0
Peak
11.916:00
24h change
–

The line compares only sources observed throughout; gap hours are interpolated to keep the trend continuous.

Coverage timeline

Total 2 reports · Latest first
  2. IT之家 · 智能时代T2·72 pts

    AI Data Center Power Crunch: Gas Turbine Lead Times Stretch Into 2030s, Secondhand Market Booms

    • Global gas turbine orders exceed 100GW versus 60-70GW capacity, with new deliveries concentrated in 2030-2031
    • Jefferies estimates US data centers need nearly 17GW of gas turbine capacity this year, potentially tripling by 2028
    • Secondhand, refurbished and aeroderivative turbines are stopgaps, but spare equipment is scarce and relief limited
    • Emissions permits and grid interconnection also delay projects; alternatives like Wärtsilä gas engines gain on shorter lead times