The logic of AI power shortage continues to deduce, and the demand for gas turbines is surging.

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