Core Insights - The article discusses the shift in power supply strategies among tech giants, who are increasingly turning to aviation engines and diesel generators for emergency power due to long wait times for grid access, which can extend up to 7 years [2][6] - Companies like GE Vernova and Cummins are experiencing significant increases in demand for their power generation solutions, with GE Vernova reporting a one-third increase in orders for aviation-derived turbines [3][8] Group 1: Market Trends - There is a notable increase in orders for aviation-derived turbines as manufacturers aim to bypass the grid and provide direct power to data centers [2][3] - The demand for on-site power generation solutions is reshaping the power equipment market, with developers willing to incur higher costs to avoid delays in grid access [2][6] Group 2: Company Developments - GE Vernova is supplying aviation-derived turbines to data center developers, expected to provide nearly 1 gigawatt (GW) of power for projects involving OpenAI, Oracle, and SoftBank [3] - Cummins has sold over 39 gigawatts (GW) of power equipment to data centers this year, nearly doubling its capacity [8] Group 3: Economic and Environmental Considerations - The cost of on-site power generation is approximately double the industrial average, raising concerns about increased carbon emissions due to lower efficiency [10][11] - Regulatory changes are emerging, with suggestions to utilize existing backup generators to strengthen the grid, indicating a shift in how power generation is approached [9]

面对长达数年的电网接入等待期，急于为人工智能繁荣提供动力的开发商正转向航空发动机和化石燃料 发电机寻求解决方案。 这一趋势正在重塑电力设备市场的供需格局。据英国《金融时报》最新报道，GE Vernova等制造商报告 称，旨在绕过电网直接供电的订单显著增加。甚至连航空初创公司Boom Supersonic也跨界入局，计划 利用向数据中心出售动力涡轮机的收入来资助其喷气式飞机业务。 这种转变凸显了科技巨头在基础设施建设上的紧迫感，他们宁愿承担更高的成本，也不愿在电力排队中 等待。目前，数据中心面临的电网接入等待时间最长可达7年，通过在数据中心旁直接安装航空衍生涡 轮机，开发商可以立即为AI模型的训练和运行提供动力。 其本质是"飞机发动机" (Aircraft Engines)，形态是"涡轮机" (Turbines)，功能是"发电" (Power Generation)。简单来说：数据中心买的是飞机引擎（涡轮机），拿来当发电机用。 GE Vernova首席财务官Ken Parks在去年12月向投资者表示，公司看到了对其航空衍生和小型燃气机组 的"需求不断增长"，这些机组正作为"桥接电源"支持数据中心的需求。数据显示 ...