https://tankie.tube/videos/watch/151f58a1-c8a7-433a-a412-aa289d9d9657 Data centers for Artificial Intelligence are hitting severe constraints, as energy grids are already under heavy strain and new power sources cannot be quickly brought online. The United States is aggressively expanding natural gas production to meet new energy demands for these AI data centers. But large order backlogs for gas turbines are years long, and turbine manufacturers are struggling to increase production. New turbine orders for Mitsubishi, GE Vernova, and Siemens can not be delivered for at least four years. Over two-thirds of AI projects that have been announced do not yet have a gas turbine manufacturer under contract. Chinese companies building standardized, more compact designs are winning orders to supply new data center builds, and can deliver in just eighteen months. Closing scene, Xinjiang Resources and links: GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029 https://www.utilitydive.com/news/ge-vernova-gas-turbine-investor/807662/ Mitsubishi Power strains to meet gas turbine demand amid US labor crunch https://asia.nikkei.com/business/energy/mitsubishi-power-strains-to-meet-gas-turbine-demand-amid-us-labor-crunch Mitsubishi Heavy to Double Turbine Capacity as Demand Soars https://www.bloomberg.com/news/articles/2025-08-31/mitsubishi-heavy-to-double-gas-turbine-capacity-as-demand-soars Gas turbine manufacturers expand capacity, but order backlog could prove stubborn https://www.utilitydive.com/news/mitsubishi-gas-turbine-manufacturing-capacity-expansion-supply-demand/759371/ Betting big on data centers, U.S. now leads world for new gas power development https://globalenergymonitor.org/report/betting-big-on-data-centers-u-s-now-leads-world-for-new-gas-power-development/ China’s Jereh Rises After Landing USD341 Million Gas Turbine Generator Order for US Data Centers https://www.yicaiglobal.com/news/chinas-jereh-rises-after-landing-usd341-million-gas-turbine-generator-order-for-us-data-center Gas Turbine Market Size https://straitsresearch.com/report/gas-turbine-market Tue, 07 Apr 2026 07:31:58 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://tankie.tube https://tankie.tube/lazy-static/avatars/3ba3ff73-a8b6-49c9-add8-9653ef090c7f.webp https://tankie.tube/videos/watch/151f58a1-c8a7-433a-a412-aa289d9d9657 All rights reserved, unless otherwise specified in the terms specified at https://tankie.tube/about and potential licenses granted by each content's rightholder.