The AI-driven gas turbine renaissance
Energy Evolution · S&P Global Energy
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Show Notes
The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power.
In this episode, host Eklavya Gupte sits down with Javier Cavada, president and CEO for EMEA at Mitsubishi Power, to examine how AI's demand for 24/7 power has created multi-year waiting times for new gas turbines.
The conversation explores the far-reaching implications of this boom: tech giants are building dedicated gas-fired plants for data centers, developing nations face turbine shortages, and manufacturers struggle to meet unprecedented demand. Cavada reveals that his company is already discussing projects for 2031-2032, highlighting the unprecedented scale of current demand.