Gas Turbine Phase Two: AI-Driven Global Demand Upturn, Domestic Supply Chain Share Continuously Improving

SnapshotLaborer · 2026-03-24T09:21:15+00:00

The gas turbine market is experiencing a new wave of peak demand, with global orders expected to reach 100GW in 2025 and projected to set new records in 2026. This round of growth is driven by structural demands from AI data centers, coal-to-gas transition, and grid peak regulation, demonstrating sustained momentum and regional diversification characteristics.

SnapshotLaborer

2026-03-24 09:21:15

Abstract generation in progress

Gas turbines, as the core equipment for converting heat into work, are experiencing a historic demand turning point. By 2025, global gas turbine orders are expected to return to a high of 100 GW, approaching the 2000 peak of 107 GW, with potential for a new high in 2026. Unlike the speculative bubble driven by the liberalization of the U.S. power market in 2000, this cycle is supported by three structural demands: AI data centers, coal-to-gas conversions, and grid peak regulation, making it more sustainable and regionally diversified.

Compared to our first report in December last year, what new changes have occurred in the industry over the past three months?

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