奥尔特曼请求：飞机引擎爆改发电机给AI数据中心发电

Core Viewpoint - The demand for on-site energy solutions for data centers is surging due to prolonged grid connection wait times, which can last up to seven years, particularly for AI data centers [2][5]. Group 1: Industry Trends - Data center developers are increasingly turning to aircraft-derived turbines and fossil fuel generators to power AI operations while awaiting grid connections [2][5]. - GE Vernova is supplying aircraft-derived gas turbines to data center developers, expecting to provide nearly 1 gigawatt of power to facilities for OpenAI, Oracle, and SoftBank in Texas [5]. - ProEnergy has sold over 1 gigawatt of 50-megawatt gas turbines, which are modified from jet engines, indicating a growing trend in on-site power solutions [5][6]. Group 2: Market Dynamics - The demand for gas turbines and diesel generators is rising, with Cummins reporting sales of over 39 gigawatts of power to data centers, nearly doubling its capacity this year [6]. - The U.S. Energy Secretary suggested utilizing existing backup generators from data centers and retailers to bolster the grid, reflecting a shift in energy strategy [7]. - Regulatory bodies are considering easing restrictions on the use of backup generators to meet the increasing power demands of data centers [7]. Group 3: Cost and Emission Concerns - The cost of on-site power generation may exceed that of simple grid connections, with modeling showing prices around $175 per megawatt-hour, double the average industrial rate [7]. - There are concerns regarding emissions from the increased use of diesel and gas generators, as their efficiency is often lower [7]. Group 4: Future Outlook - Despite the current strong market for data center energy solutions, there are indications that the rush for power may subside as large enterprises slow capital expenditures [7]. - A recent global risk survey indicated that over one-third of businesses expect the AI boom to end within the next twelve months, although concerns about a tech recession's impact on global economic growth remain limited [8][9].