已经排产到2031年?芯片之后,AI开始疯抢燃气轮机

新京报
May 15

当AI掀起全球算力竞赛,最先被“点燃”的不只是芯片、电力设备与数据中心,还包括一度被视为重工业的燃气轮机。  行业数据显示,2025年全球燃气轮机需求量约90至100GW,但年产能仅55至60GW,供需缺口高达30至40GW。与此同时,部分国际主流机型排产已延长至2031年。  过去长期作为调峰电源、备用电源存在的燃气轮机,正在迎来新一轮需求爆发。  需求爆发,供需失衡至少延续到2030年  作为...

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