From a closed-door summit held by a leading technology company, the industry's anxiety about future power supply has reached a fever pitch. Data shows that by 2028, the power shortfall for AI data centers in the United States will reach 47GW, equivalent to the total capacity of 44 standard nuclear power plants. Even more staggering is the global scale— the power shortfall for data centers is expected to soar from 47GW to a magnitude of 100GW. Even if the United States brings all planned nuclear power plants and gas turbine projects online, it will still leave a black hole of 5-15GW.

The problem is that reality is not so ideal. The construction cycle for a nuclear power plant in the United States takes 5-10 years from project approval to grid connection, which means there is a significant time misalignment between the capacity planning on paper and the actual supply. The actual scale of the electricity gap will only be larger. From this perspective, the demand for gas turbines is not a short-term opportunity over 5 years, but a structural growth that spans the entire 10-year dimension – this may be the most certain long-term opportunity among all energy infrastructure investments.