Energy Evolution The AI-driven gas turbine renaissance
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Nov 11, 2025 In this insightful conversation, Javier Cavada, President and CEO for EMEA at Mitsubishi Power, delves into the gas turbine industry's remarkable comeback driven by the surge in AI demand. He highlights the challenges of supply chains and the impact of tech giants building gas-fired plants for data centers. Cavada discusses the growing importance of hydrogen-ready turbines and the need for flexibility in fuel sources. He also offers advice for developing nations struggling with turbine shortages, emphasizing the urgency of planning for future energy needs.
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AI Is Powering The Turbine Comeback
- AI's growth is driving a massive new demand for always-on, ultra-reliable electricity from data centers.
- This demand has become a primary driver of the multi-year gas turbine boom worldwide.
Turbines Fill The Reliability Gap
- Gas turbines are the fastest deployable, reliable backup to support variable renewables and rising electrification.
- Combined-cycle advancements and mature supply chains raised efficiency and made turbines the go-to solution today.
Boom Will Peak But Demand Persists
- The current turbine boom is record-breaking and will peak before normalizing, not stop decarbonization.
- Electrification and AI growth imply sustained long-term demand even after the cycle cools.