How The AI Boom Is Causing A Surge In Demand For Gas Turbines

Short summary

CNBC's on-site report from GE Vernova's South Carolina gas turbine plant reveals how AI data centers are reshaping industrial supply. XAI, Microsoft, and OpenAI are driving unprecedented demand, prompting 500 new hires and 300%+ price increases since 2023. The boom signals infrastructure scaling becoming a critical bottleneck for AI deployment.

• •Gas turbine prices surged 300%+ since 2023 driven by AI data center energy needs
• •GE Vernova added 200 workers in 2025, expecting 300 more by end of 2026
• •XAI, Microsoft, OpenAI driving industrial bottlenecks as AI infrastructure demand scales

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