CITIC Construction Investment: AIDC Development Fuels Demand for Ancillary Equipment, Spotlight on Industrial Chains like Gas Turbines and Engines
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Author:小编   

A research report from CITIC Construction Investment Securities reveals that AIDC (Artificial Intelligence Data Center) construction is poised for a phase of swift expansion. Projections indicate that from 2025 to 2028, AI demand in the United States will propel a compound annual growth rate (CAGR) of around 55% in power capacity needs. The cumulative demand over the forthcoming three years is anticipated to surpass 150GW, thereby presenting lucrative prospects for the development of ancillary equipment. North America is grappling with power deficits, prompting a shift towards self-generated power sources, with gas turbines emerging as the preferred primary power option for AIDC. Leading international gas turbine manufacturers overseas are inundated with orders that outstrip their production capabilities, prompting them to accelerate (adjusted from "pushing forward" for clarity and precision) capacity expansion efforts. However, overseas upstream supply chains remain hesitant about ramping up production, further intensifying the scarcity within the industrial chain. Consequently, domestic industrial chains specializing in gas turbine complete machines and core components are presented with golden development opportunities. Simultaneously, it is imperative to focus on bridging the gap through solutions such as converting aviation engines to gas turbines and marine engines to gas turbines.