The machine that the AI boom cannot get enough of -- and the wait is years-long
The machine at the center of the AI buildout is not a chip. It is a heavy-duty gas turbine, the engine that burns natural gas to generate hundreds of megawatts. And it is effectively sold out.
TL;DR
- The key component for AI expansion is a heavy-duty gas turbine, not a chip.
- These turbines generate hundreds of megawatts by burning natural gas.
- The gas turbines are currently sold out.