AI data center builders turn to used turbines to bypass long waits

Reuters says new U.S. turbines take six years on average, pushing Crusoe and others to ProEnergy conversions, FTAI Power and Boom's unproven Superpower.

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Primary source: Reuters

Why it matters

Power delivery now decides AI buildout speed. With global orders above 100 GW against 60-70 GW of annual capacity, founders who secure turbines early can open capacity years before rivals waiting for new equipment.

A large metal turbine with an exposed fan stands among pipes beside fenced electrical equipment and a gray industrial building; a cabinet reads “RW.”

Utilities, developers and AI builders are scouring the world for second-hand gas turbines, reviving mothballed machines and converting retired jet engines because new equipment now takes years to arrive, Reuters reported on November 9th. "Delivery conversations (are) firmly focused on the 2030 to 2031 window," Aurora Tenorio, a senior analyst at Wood Mackenzie, told Reuters about the U.S. turbine market.…

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