ended4월 4일· 1 sources
AI's Insatiable Energy Demands Trigger Power Infrastructure Crisis
AI 데이터센터 전력 전쟁, 천연가스 터빈 품귀·가격 급등 초래
Why it matters
Major tech companies including Microsoft, Google, and Meta are racing to build massive natural gas power plants to fuel AI data centers, but this sprint is triggering a critical supply chain crisis. Turbine prices are projected to soar 195% by year-end with orders backed up until 2028, forcing the industry to bet that AI's exponential energy consumption will justify these long-term infrastructure investments.
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AI infrastructurenatural gas powerdata center energyturbine shortageenergy crisis