AI "Power Shortage" Rages! Gas Turbine Orders Surge, Delivery Dates Pushed to 2030

Ask AI · How Will Domestic Combustion Engine Breakthroughs Impact the Global Energy Market?

【Global Network Finance Comprehensive Report】The industry logic that “the end of computing power is electricity” is triggering a reconstruction of power infrastructure, and the gas turbine industry is entering a high prosperity cycle. As large-scale AI data centers (AIDC) rise rapidly worldwide, the huge electricity demand gap is turning into tangible equipment orders. From the saturation of international giants’ production schedules to the intensive gains of domestic companies, gas turbines, with their unique flexibility and low-carbon attributes, are becoming the optimal solution for power assurance in the era of computing power.

Domestic and international orders explode simultaneously, giants’ delivery dates stretch to 2030

Recently, intensive announcements from listed companies confirm the hotness of the gas turbine sector. Jereh Holdings disclosed that its wholly owned subsidiary signed a sales contract for gas turbine power generation units worth about 2.36B RMB with a U.S. customer. This is the fifth similar large order since November 2025, with the customer base accelerating diversification. Not only are complete machine manufacturers’ orders full, but upstream core component suppliers are also feeling the impact. Yiliu Co., Ltd. revealed that the supply of bulk products to major domestic and foreign gas turbine manufacturers has been increasing continuously since 2024, and industry prosperity feedback is expected to continue into 2030 and beyond. Additionally, Turbine Technology’s independently developed 50MW heavy-duty gas turbine has successfully signed its first commercial contract, marking the acceleration of domestic substitution in core scenarios.

Looking globally, the supply-demand mismatch is sharp. Siemens Energy revealed in its latest financial report that driven by the surge in demand for self-built power plants for large data centers, it achieved a record high of 102 gas turbine orders in a single quarter. The CEO even stated that the delivery time for gas turbines is now scheduled into 2029 and even 2030.

AIDC creates a huge gap, global capacity faces a major test

The deep stacking of two factors leads to prominent supply-demand contradictions for gas turbines. On one hand, many overseas countries are entering a period of concentrated upgrade and renewal of power equipment; on the other hand, explosive growth in AIDC has brought unprecedented new electricity needs. Wu Securities estimated that by 2025, global intent orders for gas turbines have exceeded 80GW, but due to supply chain bottlenecks, actual deliverable capacity is less than 50GW, making the supply-demand gap very clear.

An executive from Jereh Holdings stated that this is no longer a normal fluctuation in energy demand but a historic opportunity to promote a paradigm shift in power infrastructure. The rigid demand from data centers for high reliability and rapid deployment of power is creating an unprecedented golden window for the gas turbine market. The long delivery cycle of 3 to 5 years increasingly highlights the contradiction between booming orders and tight deliveries, and global gas turbine capacity faces a major test.

Dongfang IC

Matching flexible deployment needs, domestic gas turbines accelerate breakthroughs

Why can gas turbines become the preferred power source for AIDC? Compared to traditional coal power, gas turbines have significant advantages such as quick installation, flexible single-unit scale adjustment, and strong deployment adaptability. Taking Jereh Holdings’ products as an example, they adopt standardized modular design, enabling rapid transportation, on-site assembly, and flexible expansion, perfectly addressing the real-world challenges of tight AI project schedules and limited space. Moreover, in the context of domestic renewable energy and energy storage development, gas turbines can also play a key role in peak shaving, ensuring grid stability.

Faced with this historic opportunity, domestic manufacturers are shifting from catching up to breaking through. Although the high-end gas turbine market is still dominated by international companies, China has achieved autonomous breakthroughs in core components and complete units in F-class and below small- and medium-sized units, establishing clear competitive advantages in delivery speed and cost control, successfully entering overseas markets. In the future, domestic gas turbines are expected to consolidate emerging markets and gradually penetrate high-end applications, becoming an important force in the global energy equipment landscape.

Industry analysts say that AI has triggered not only an upgrade of computing hardware but also a multi-year, trillion-scale underlying energy infrastructure wave. The current high prosperity of the gas turbine industry is highly certain, and the mismatch between supply and demand will lead to a redistribution of profits along the industry chain. For domestic companies, this marks a strategic turning point toward “global penetration.” Those with self-sufficient capabilities in key high-temperature alloy components, able to achieve stable mass delivery, and deeply integrated into the supply chains of leading data centers and overseas power giants are expected to see both performance and valuation double in this “AI power infrastructure” dividend period. (Wen Xin)