炸裂！卡住“AI供电脖子”！“燃气轮机巨头”GE Vernova股价创新高，自2024年初来已涨超500%

Core Viewpoint - The surge in electricity demand driven by AI data centers has led to a critical shortage of gas turbines from GE Vernova, resulting in a "booking war" where customers must pay non-refundable deposits for deliveries scheduled in 2030, highlighting the strong position of suppliers in the market [1][3][10]. Group 1: Market Dynamics - The demand for gas turbines has escalated due to the energy-intensive nature of AI data centers, which require stable and large-scale electricity supply, making gas turbines essential for supporting AI infrastructure [9]. - GE Vernova's production capacity is under unprecedented strain, with a backlog of 83 gigawatts (GW) of gas power orders expected to reach 100 GW by the end of the year, while the company's annual production capacity is only increasing to 20 GW [8]. - The shift from passive waiting to proactive booking by customers, such as Maxim Power, reflects concerns over future supply shortages, indicating a significant imbalance in supply and demand [9]. Group 2: Financial Performance - GE Vernova's stock price has surged over 500% since its split from GE Aerospace, reaching a new high, which underscores the market's confidence in the company's future [4][10]. - Wall Street has doubled its earnings expectations for GE Vernova, projecting an EBITDA of approximately $17 billion for 2030, up from around $9 billion a year ago, driven by the supply-demand imbalance [7][10]. - The company's ability to command higher prices due to increased demand is expected to enhance profitability, further solidifying its advantageous position in the industry [10].