💡 U.S. data center power demand is projected to surge from 31 GW in 2025 to 66 GW by 2027, significantly increasing their share of total peak summer demand to 8.5%.
⏳ Heavy-duty gas turbine orders face long lead times, with GE Vernova not scheduled to deliver until 2031. Siemens Energy and Mitsubishi Heavy Industries also report multi-year backlogs.
🏭 Turbine manufacturers like GE Vernova are utilizing paid slot reservations for future production, allowing them to secure financing and manage risk, with some down payments covering turbines not yet confirmed for construction.
📉 Real-world demand may be lower than anticipated, as Exelon reduced its data center load forecast by nearly 40% and Texas is auditing its massive data center interconnection queue.
#DataCenter #Energy #AI
⏳ Heavy-duty gas turbine orders face long lead times, with GE Vernova not scheduled to deliver until 2031. Siemens Energy and Mitsubishi Heavy Industries also report multi-year backlogs.
🏭 Turbine manufacturers like GE Vernova are utilizing paid slot reservations for future production, allowing them to secure financing and manage risk, with some down payments covering turbines not yet confirmed for construction.
📉 Real-world demand may be lower than anticipated, as Exelon reduced its data center load forecast by nearly 40% and Texas is auditing its massive data center interconnection queue.
#DataCenter #Energy #AI