Plugging the gas leak
Demand for gas turbines has never been higher, with an anticipated spike in future energy demand filling order books for years to come. Complex engineering makes expanding manufacturing capacity tough, but can solar and energy storage plug the gaps left by gas?
The gas turbine supply chain bottleneck is so tight that some data center builders in the United States are buying refurbished jet engines to meet their vast energy generation needs. Expanding AI infrastructure to levels Silicon Valley investors want is going to require more electrons than current global turbine manufacturing capacity can provide. Delivery times …
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