The AI Infrastructure Stack
Overview  /  Tier VI Energy  /  Layer 16: Power Generation
Sub-category 16.4

Natural Gas Turbines (OEMs)

The bridge fuel of the AI era. Lead times have stretched to 4–7 years for new gas turbines.

Players

Players: GE Vernova GEV, Siemens Energy ENR.DE, Mitsubishi Heavy Industries 7011.T, Solar Turbines (Caterpillar) CAT, Baker Hughes (industrial turbines) BKR

Analysis coming soon — this page is scaffolding for deeper research into natural gas turbines (oems).