gas turbines
Coverage of gas turbines in the Nexus archive.
- SpaceX will take another year to remove xAI's unpermitted gas turbines near Memphis
SpaceX has agreed with Mississippi regulators to extend the timeline for removing xAI's unpermitted gas turbines near Memphis by one year while constructing a permanent 1.2 GW power plant.
- AI boom spins up demand for turbine makers
The AI boom is driving increased demand for turbine blades and vanes used in aircraft engines and gas turbines powering data centers. Four specialized manufacturers—Howmet Aerospace, Precision Castparts, Consolidated Precision Products, and Doncasters Group—dominate Western production, benefiting from high technical barriers, long lead times, and pricing power, though expansion risks include material shortages and past industry downturns.
- GE Vernova's gas turbines aren't the only way it's winning from the AI boom
GE Vernova's success in the AI boom extends beyond its gas turbines, as electrification secured $2.4 billion in data center equipment orders in Q1 2026, surpassing the segment's 2025 total.
- US fossil fuel power spending to beat China for the first time in decades
US spending on fossil fuel power is set to surpass China for the first time in decades, driven by a boom in gas turbines to meet demand from data centres, according to IEA figures.
- How GE Vernova builds the massive gas turbines powering the AI data center boom
GE Vernova turbines are powering Elon Musk's xAI Colossus 1 data center and Microsoft has purchased seven turbines to power its Texas data center.
- GE Vernova Shares Climb on Strong Orders, Power Demand Boom
GE Vernova's shares rose due to strong orders and a surge in power demand. The company is manufacturing gas turbines at a data center in Abilene, Texas.