According to a research report from CSC, North America's power system is currently contending with several critical challenges, including prolonged grid-connection cycles, the retirement of outdated equipment, and an insufficient reserve capacity. Given the burgeoning demand for Artificial Intelligence Data Centers (AIDC), projections indicate that North America's power grid will face deficits of 39.9GW, 51.8GW, and 67.8GW for the years 2026, 2027, and 2028, respectively.

At present, market attention is predominantly fixed on the escalating demand for gas turbines. However, it is anticipated that within the next six months to a year, there will be a significant acceleration in grid infrastructure investments and energy storage construction projects. Notably, the profit potential within the North American market substantially surpasses that of other regions, making the robustness of the related industrial chains a development worthy of keen anticipation.