AI power shortage logic continues to evolve, as demand for gas turbines sharply increases.

The industry logic of "the end of computing power is electricity" is continuously unfolding, and the gas turbine industry is experiencing a high boom cycle. Jerry Corporation has signed a 23.59 billion yuan gas turbine generator set order, while delivery times for gas turbine products from international giants such as Siemens Energy have been scheduled until 2030. The industry's contradiction between strong orders and tight deliveries is becoming increasingly prominent. Recently, a journalist's investigation found that the large-scale construction of artificial intelligence data centers is driving an increase in electricity demand, and gas turbines are expected to become the preferred solution for AIDC's main power source due to their advantages of quick installation, flexible and adjustable single machine size, and strong deployment adaptability.