接入电网太慢“等不起”，数据中心抢购“航空发动机”发电

Core Insights - Developers are increasingly turning to aircraft engines and fossil fuel generators to bypass long electricity grid connection wait times, which can last up to 7 years, to power AI operations [1] - The demand for aviation-derived turbines is surging, with GE Vernova reporting a one-third increase in orders for these turbines in the first three quarters of 2025 compared to the previous year [2] - Traditional diesel and gas generators are also seeing increased usage, with Cummins selling over 39GW of power equipment to data centers this year, nearly doubling its capacity [4] Group 1 - The shift towards using aircraft-derived turbines highlights the urgency tech giants feel regarding infrastructure development, as they prefer to incur higher costs rather than wait for grid access [1] - GE Vernova is supplying aviation-derived turbines to data center developers like Crusoe, expected to provide nearly 1GW of power for projects involving OpenAI, Oracle, and SoftBank [2] - Boom Supersonic, supported by Sam Altman, plans to sell turbines capable of providing 1.2GW of power, using revenue from these turbines to fund its jet business [3] Group 2 - The interest in on-site primary power sources is growing, as evidenced by Cummins' significant sales of power equipment to data centers [4] - Regulatory changes are emerging, with suggestions to utilize existing backup generators to strengthen the grid, and allowances for more frequent operation of diesel generators at data centers [4] - Despite the urgent need for on-site power, the cost of this electricity is approximately double the industrial average, raising concerns about increased carbon emissions due to lower efficiency [6]