【大涨解读】数据中心、智能电网：海外燃机公司大涨，英伟达被爆应对电力短缺也有大动作，机构称这一方案或是最优解

Group 1 - The core issue discussed is the "data center power shortage" affecting AI development, prompting NVIDIA to hold a closed-door summit to address this challenge [3] - GE Vernova's stock surged by 15.62%, reaching a historical high, after updating its financial forecast to project $52 billion in revenue and a 20% adjusted EBITDA margin by 2028, up from previous estimates of $45 billion and 14% [3] - GE Vernova's CEO highlighted a significant value creation opportunity, with all of its gas turbine capacity sold out until 2028 and expected contracts for 80 billion watts of combined cycle gas turbines by year-end [3] Group 2 - Tianfeng Securities suggests that building self-generating power units is the optimal solution for addressing the power shortage in AI data centers, with gas turbines offering advantages such as rapid deployment and stable power supply [4] - Major tech companies like Amazon and Google are increasingly using gas turbines as primary or backup power sources for new data centers to ensure continuous power for AI services [4] - The gas turbine industry is expected to benefit from the tight supply-demand situation due to overseas AI data center construction, with a projected global supply of 87 GW by 2027, indicating a continued need for expansion [4][5]