AI’s Power Boom Hit by a Gas-Turbine Bottleneck
TL;DR Summary
AI’s data-center power surge is colliding with a global gas-turbine bottleneck: major OEM backlogs and multi-year lead times, plus paid slot reservations, mean turbines won’t arrive fast enough to meet Goldman Sachs’ estimate of 36.3 GW/year demand, forcing reliance on alternatives and shifting the bottleneck to regulators and policy rather than factory output.
Topics:business#ai-data-centers#energy#gas-turbine-shortage#lead-times#slot-reservations#turbine-backlog
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