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According to Haitong International Research Report, 1) Gas turbines are widely used in power generation, transportation, and industrial power fields. 2) Gas turbines play a crucial new role in energy transformation and the development of AI data centers. 3) It is expected that from 2024 to 2030, the revenue of the gas turbine market will grow at a compound annual growth rate of 3.6%, reaching nearly 25.98 billion US dollars by 2030, and the pattern of the gas turbine industry will remain stable. 4) It is expected that the compound annual growth rate of total new demand for gas turbine backup power in US data centers and global data centers from 2023 to 2030 will be 18% and 15%, respectively. Based on this, it is expected that the total new demand for gas turbines in US data centers will reach approximately 30GW from 2023 to 2030, and the total new demand for gas turbines in global data centers will reach 40GW. Suggest following Ge Vernova and others.
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