Companies in Datacenter Gas-Turbine Supply Crunch
3 active companies tracked.
L1
GE Vernova
GE energy spin-off; gas turbines + grid + electrification. AI-datacenter angle: substation + grid interconnect timeline (gas turbines are the fastest dispatchable peak source for hyperscaler power requests).
L1
Mitsubishi Heavy Industries
Gas turbines (Mitsubishi Power); order book sold out into ~2028.
L1
Siemens Energy
Heavy-duty gas turbines for datacenter power; record order backlog.