What makes this interesting from an industrials angle is the supplier list that has emerged behind it: GE Vernova targeting roughly 24 GW per year of heavy-duty
AI power demand in the US is projected to surge from 3 GW in 2023 to 28 GW by the end of 2026, overwhelming the existing grid infrastructure. To meet this demand, AI labs are increasingly turning to onsite gas generation as a primary power solution, rather than a temporary measure. This shift involves significant supply chain mobilization, with companies like GE Vernova targeting substantial annual heavy-duty power generation capacity. AI
IMPACT AI's exponential growth is straining the US power grid, necessitating a major shift towards onsite generation and impacting energy infrastructure and supply chains.