The electricity shortage in North America is intensifying amidst pressure from AI development. Plans are underway for a commitment from major tech companies, including Amazon, Meta, Microsoft, and Google, to bear the power costs for their high-consumption data centers, reinforcing the trend of data center demand driving the North American power deficit. Institutional calculations indicate that from 2025 to 2028, the U.S. power capacity demand driven by AI needs will have a compound annual growth rate (CAGR) of approximately 55%, with cumulative demand exceeding 150GW over the next three years. This surge creates significant electricity needs and opportunities for supporting equipment. Self-built power sources are becoming a major trend, with gas turbines emerging as the preferred primary power solution for AI data centers due to their rapid response, high power adaptability, relatively low generation costs, and high reliability. A research report from China Securities stated that AI data center construction is entering a period of rapid growth. It estimates a 55% CAGR for U.S. power capacity demand stemming from AI needs between 2025 and 2028, leading to substantial electricity demand and opportunities for ancillary equipment. With the current prominent power shortage in North America, self-built power sources are trending. Gas turbines are favored as the main power source for AI data centers because of their advantages. Currently, the order backlog for leading global gas turbine manufacturers far exceeds their existing production capacity. Major global gas turbine companies are advancing capacity expansion plans, but upstream supply chain expansion overseas remains relatively cautious, intensifying supply chain constraints. This situation presents an opportunity for China's domestic gas turbine complete machine and core component supply chains. Additionally, conversion solutions for aircraft-derived and marine-derived gas turbines to fill supply gaps are noteworthy. Related companies in the power equipment and gas turbine supply chain include: DONGFANG ELEC (01072); Harbin Electric (01133); Shanghai Electric (02727); We Sheng Holdings (03393); and CHONGQING M&E (02722).