Gas turbine race track continues to heat up.
Recently, the gas turbine race track has been heating up. On February 27th, the concept of gas turbines became active again. "China's gas turbine industry is at a key stage of rapid upgrading. With the accelerated transformation of the domestic energy structure and the exploding demand for high-power scenarios such as data centers, the overall scale of the industry continues to expand, and the technological level is constantly approaching the international forefront," said Yuan Shuai, Deputy Secretary-General of the Zhongguancun Internet of Things Industry Alliance, to reporters. The increasing demand in the AI industry is driving the accelerated expansion of data center construction, leading to continuous growth in global electricity demand. According to the International Energy Agency report, by 2030, the electricity demand of global data centers will reach approximately 945 terawatt-hours. While demand continues to grow, the tension in the supply side is becoming more apparent. Gas turbines, with their rapid response, high power adaptability, relatively low electricity generation costs, and high reliability, have become the preferred solution for AIDC's main power source.
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