AI算力需求爆发与电网扩容滞后的核心矛盾正在凸显。 传统主业依旧稳健。 作者 | 萧瑟 编辑 | 小白 据美国能源部预测，2023年AI数据中心用电176TWh，到2028年将增至325-580TWh，其中AI服务器 用电量将增长4-8倍。但与此同时，一条新输电线路从立项到并网往往需5-10年。 目前市面上燃气轮机已然供不应求。以全球燃气轮机龙头GE Vernova为例，2024年内其订单量同比激 增112.6%至20.2GW，且产能已售罄至2028年。 而国内有燃气轮机布局的上市公司亦不在少数。但有些出乎意料的是，主业为油田设备的这家上市公 司，反而率先取得实质性突破。 考虑到更低的建设成本，以及美国当地以天然气为主的能源结构，燃气轮机是AI数据中心离网临时 电源的主流方案。 ...

RBC Capital notes that FTAI Aviation (FTAI) announced the launch of a new strategic platform, FTAI Power, aimed at converting CFM56 engines into aeroderivative gas turbines. FTAI looks to expand its existing flexible and cost-efficient offerings in the commercial aerospace aftermarket towards delivering energy to data centers, as the accelerating demand from AI hyperscalers has created an immediate increase in power demand. FTAI expects to have capacity to deliver over 100 engines annually while following t ...

Key Points GE Vernova expects its business to grow rapidly in the coming years, driven by the data center buildout. The gas turbine giant just doubled its dividend and raised its share buyback program. President Trump's push for AI, nuclear energy, and rare earths could mean huge opportunities for GE Vernova. 10 stocks we like better than Ge Vernova › After a woeful Wednesday, shares of GE Vernova (NYSE: GEV) rebounded on Thursday, surging 7% in early morning trading after winning at least a cou ...

Group 1 - Siemens Energy is set to report fiscal fourth-quarter earnings and revenue, closing the book on fiscal 2025, with strong demand for gas turbines expected due to increased electricity needs and the AI data center boom [1] - Analysts predict Q4 profit for Siemens Energy to rise to 48 cents per share, an increase from 36 cents per share in the previous quarter [1] Group 2 - Dow stocks overall experienced a 2.5% increase in October, marking the index's best month since August [2]

Siemens substantially hiked its mid-term financial targets on the back of demand for gas turbines and data center equipment as well as restructuring progress in its Gamesa wind turbine unit https://t.co/U6pfQJXhiY ...

Industry Trend - GE Vernova anticipates increased gas turbine demand from large technology companies constructing data centers [1]

Siemens Energy AG expects to reach the upper end of its full-year guidance on the back of surging orders for its gas turbines and grid equipment https://t.co/xb4yRba0Kk ...