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 article discusses the increasing demand for on-site energy solutions for data centers due to prolonged grid connection wait times, which can extend up to seven years. Developers are turning to alternative power sources, including aircraft-derived turbines and fossil fuel generators, to meet the energy needs of AI operations [4][7]. Group 1: Energy Demand and Supply - Data center developers are increasingly using aircraft-derived turbines and fossil fuel generators to bypass grid connection delays, indicating a significant market shift towards alternative power sources [4][7]. - GE Vernova is supplying aircraft-derived gas turbines to data center developers, expecting to provide nearly 1 gigawatt of power to major companies like OpenAI and Oracle [7]. - ProEnergy has sold over 1 gigawatt of 50-megawatt gas turbines, which are modified from jet engines, reflecting a growing trend in on-site power generation [7][10]. Group 2: Market Dynamics and Trends - The demand for on-site primary power sources is rising, with Cummins reporting sales of over 39 gigawatts of power to data centers, nearly doubling its production capacity this year [10]. - The U.S. Energy Secretary suggested utilizing existing backup generators from data centers and retailers to bolster the grid, indicating a shift in regulatory attitudes towards energy supply [10]. - Despite the current strong market for energy solutions, there are concerns that the rush for power may diminish as large-scale enterprises slow down capital expenditures [11]. Group 3: Economic Outlook and Risks - A significant portion of companies (over one-third) anticipates that the AI boom may end within the next twelve months, reflecting a cautious outlook on the sustainability of current market conditions [11][12]. - Businesses perceive the likelihood of a tech downturn leading to a sharp global economic slowdown as relatively low, with estimates around one-sixth, although those expecting an AI boom see this risk as higher [12].