Group 1 - In 2026, the AI "power shortage" in the United States remains unresolved, with Texas experiencing a surge in data center load applications, yet only slightly over 1 GW has been approved in the past 12 months, indicating a saturated power grid [1] - xAI has purchased five 380 MW gas turbines from Doosan Energy to power over 600,000 GB200 NVL72 equivalent data centers, with the first two units expected to be delivered by the end of 2026 [1] - Elon Musk acknowledged that power production is a limiting factor for scaling AI systems, emphasizing the underestimated difficulty of increasing power supply, while noting China's advantage in large-scale power supply capabilities [1] Group 2 - Babcock & Wilcox has selected Siemens Energy to provide steam turbine generator sets for an AI data center project, which will supply 1 GW of power [2] - OpenAI has ordered 29 gas turbines, each with a capacity of 34 MW, for its data center in Abilene, Texas, capable of supporting 500,000 GB200 NVL72 chips [2] - Due to supply chain bottlenecks and extended approval times for grid connections, some AI data centers in the U.S. may face wait times of up to seven years, prompting 62% of data centers to consider building their own power facilities [2] Group 3 - The heat recovery boiler is a core component of the gas-steam combined cycle system, improving overall system efficiency from 40% to 55%-60% by recovering high-temperature waste heat [3] - The North American market faces a significant gap in heat recovery boiler supply, driven by the need for combined cycle power plants (CCPP) to address the power shortage [3] - Domestic companies involved in heat recovery boilers include Xizi Clean Energy, Shanghai Electric, Harbin Electric, Dongfang Electric, and Boying Special Welding [3]
AI“电荒”未解：马斯克“加单”燃气轮机 部分数据中心电网连线需等7年
Xin Lang Cai Jing·2026-01-10 10:53