Who makes gas turbines & HRSGs for AI data centers
constrained
Combustion turbines burning natural gas (or dual-fuel), paired with heat-recovery steam generators, used to generate power onsite or behind the meter at a data center campus.
Gas turbines convert natural gas into rotating mechanical energy that drives a generator, either as a simple-cycle unit or paired with a heat-recovery steam generator (HRSG) in a combined-cycle plant for higher efficiency. In the data center context they sit upstream of the utility interconnection or, for behind-the-meter builds, upstream of the facility's own switchgear and transformers (Layer 7), providing firm power where grid interconnection queues or capacity are constrained. Aeroderivative turbines (adapted from jet engines) are favored for faster startup and modularity at campus scale, while heavy-frame industrial turbines suit larger, grid-connected combined-cycle plants. An investor should watch order-book length at the handful of OEMs that build new units, the smaller pool of specialists that refurbish older units and broker turbine "slots," and the HRSG makers whose capacity is a separate, often overlooked constraint on how fast a combined-cycle plant can actually be built.
AI delta: new-build turbine slots are sold out years ahead; refurbished and aeroderivative units command premiums.
Companies on this part (9)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Baker Hughes | manufacturer | public | BKR | 55.86 USD | +4.2% | inferred | |
| Doosan Enerbility | manufacturer | public | 034020.KS | 59400 KRW | -3.1% | disclosed | · source |
| GE Vernova | manufacturer | public | GEV | 815 USD | -1.0% | inferred | LM2500; LM6000; 7HA |
| Kawasaki Heavy | manufacturer | public | 7012.T | 2163 JPY | -1.0% | disclosed | · source |
| Mitsubishi Heavy Industries | manufacturer | public | 7011.T | 3614 JPY | -1.7% | inferred | |
| Siemens Energy | manufacturer | public | ENR.DE | 119 EUR | -2.0% | inferred | SGT-A; SGT-800 |
| Solar Turbines · unit of Caterpillar | manufacturer | subsidiary | CAT* | inferred | |||
| Ansaldo Energia | manufacturer | private | disclosed | · source | |||
| ProEnergy | manufacturer | private | inferred | refurbished units; slot brokerage |
HRSGs 8.01a
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Vogt · unit of Babcock & Wilcox | manufacturer | subsidiary | BW* | disclosed | · source | ||
| Cleaver-Brooks | manufacturer | private | disclosed | · source | |||
| Nooter/Eriksen | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for gas turbines (onsite / behind-the-meter) & HRSGs sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Children: HRSGs
- Next in layer: Reciprocating engines & engine microgrids
- Layer: Layer 8 — Power generation & energy supply
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Questions about gas turbines (onsite / behind-the-meter) & HRSGs
- What are gas turbines (onsite / behind-the-meter) & HRSGs?
- Combustion turbines burning natural gas (or dual-fuel), paired with heat-recovery steam generators, used to generate power onsite or behind the meter at a data center campus.
- Which companies make gas turbines & HRSGs for AI data centers?
- This catalog lists 9 companies on Gas turbines (onsite / behind-the-meter) & HRSGs, 7 of them with listed equity: Baker Hughes, Doosan Enerbility, GE Vernova, Kawasaki Heavy, Mitsubishi Heavy Industries, Siemens Energy, Solar Turbines, Ansaldo Energia, ProEnergy.
- How does AI change demand for gas turbines (onsite / behind-the-meter) & HRSGs?
- new-build turbine slots are sold out years ahead; refurbished and aeroderivative units command premiums.
- Gas turbines (onsite / behind-the-meter) & HRSGs — is it a supply bottleneck?
- This catalog flags Gas turbines (onsite / behind-the-meter) & HRSGs as "constrained". The bottlenecks page lists every part carrying a sourced supply constraint.
- How reliable are these gas turbines (onsite / behind-the-meter) & HRSGs supplier placements?
- The 9 placements on this part break down as 3 disclosed, 6 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON