Gas turbine suppliers sold out through 2030 as data centers scramble for power

Major turbine OEMs face unprecedented backlog as data center developers confronted with interconnection delays and unavailable generation capacity seek alternate behind-the-meter power solutions.

First covered Oct 29, 2026 · 3:00 AM PT · 2 articles · no longer in the live window

Gas turbine suppliers sold out through 2030 as data centers scramble for power — Image via latitudemedia.com

Coverage

13d Latitude Media The new landscape for gas turbines — Dora Partners & Company president Tony Brough returns to the show to map out the exploding OEM market.

13d Catalyst (Shayle Kann) The new landscape for gas turbines — Data center developers are facing unprecedented roadblocks to power new facilities. In addition to being hampered by an enormous interconnection queue backlog,…

More coverage from around the web

finance.yahoo.com GE Vernova (GEV) Is Sold Out On Turbines Through 2030 As Power Demand Builds

iee.psu.edu Gas turbines are sold out for years — and the grid depends on them

finance.yahoo.com The Gas Turbine Shortage Just Became AI’s Biggest Constraint

naturalgasintel.com Natural Gas Turbines Aren't ‘Gating’ Data Center Buildouts, GE Vernova Says

datacenterknowledge.com The Power Challenge Behind Hyperscale AI Expansion

Appeared in: 2026-10-29 (#1) · 2026-10-30 (#5)

← Back to the brief