Xin Hua Cai Jing·2026-02-27 05:57Group 1 - The construction of AI data centers (AIDC) is entering a period of rapid growth, with a projected compound annual growth rate (CAGR) of approximately 55% for electricity capacity demand driven by AI in the United States from 2025 to 2028, resulting in a cumulative demand exceeding 150 GW over the next three years [1] - The current electricity shortage in North America is becoming increasingly prominent, leading to a trend of self-built power sources, with gas turbines being prioritized as the main power source for AIDC due to their rapid response, high power adaptability, lower generation costs, and high reliability [1] - Global leading gas turbine manufacturers currently have order backlogs that far exceed their existing production capacity, prompting these companies to advance capacity expansion plans, while the upstream supply chain remains cautious about expansion, exacerbating supply chain tightness and creating opportunities for domestic gas turbine manufacturers and core component suppliers [1]