AI引爆美国电力需求,燃气轮机成“关键瓶颈”,GE Vernova、西门子能源和三菱重工“三巨头”面临抉择

华尔街见闻
Oct 11

由人工智能(AI)数据中心引发的美国“电荒”,正将一种传统重工业设备——重型燃气轮机——推向了科技革命的风口浪尖。 市场的狂热需求,正让GE Vernova、西门子能源和三菱重工这三大行业寡头迎来了黄金时代,订单与价格一路飙升。 然而,面对这场“泼天富贵”,三巨头却并未选择全力扩产。 究其原因,是20年前互联网泡沫破裂导致的行业崩溃“幽灵”仍未散去。因此,在历史教训与现实利益的拉扯下,它们不约而同...

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