Jet Engine Shortages Threaten AI Data Center Expansion As Wait Times Stretch Into 2030 (tomshardware.com)
(Tuesday October 28, 2025 @06:00AM (BeauHD)
from the supply-and-demand dept.)
- Reference: 0179888136
- News link: https://hardware.slashdot.org/story/25/10/28/0151205/jet-engine-shortages-threaten-ai-data-center-expansion-as-wait-times-stretch-into-2030
- Source link: https://www.tomshardware.com/tech-industry/turbine-shortage-threatens-ai-datacenters-as-wait-times-stretch-into-2030
A global shortage of jet engines is [1]threatening the rapid expansion of AI data centers , as hyperscalers like OpenAI and Amazon scramble to secure aeroderivative turbines to power their energy-hungry AI clusters. With wait times stretching into the 2030s and emissions rising, the AI boom is literally running on jet fuel. Tom's Hardware reports:
> Interviews and market research indicate that manufacturers are quoting years-long lead times for turbine orders. Many of those placed today are being slotted for 2028-30, and customers are increasingly entering reservation agreements or putting down substantial deposits to hold future manufacturing capacity. "I would expect by the end of the summer, we will be largely sold out through the end of '28 with this equipment," said Scott Strazik, CEO of turbine maker GE Vernova, in an interview with Bloomberg back in March.
>
> General Electric's LM6000 and LM2500 series -- both derived from the CF6 jet engine family -- have quickly become the default choice for AI developers looking to spin up serious power in a hurry. OpenAI's infrastructure partner, Crusoe Energy, recently ordered 29 LM2500XPRESS units to supply roughly one gigawatt of temporary generation for Stargate, effectively creating a mobile jet-fueled grid inside a West Texas field. Meanwhile, ProEnergy, which retrofits used CF6-80C2 engines into trailer-mounted 48-megawatt units, confirmed that it has delivered more than 1 gigawatt of its PE6000 systems to just two data center clients. These engines, which were once strapped to Boeing 767s, now spend their lives keeping inference moving.
>
> Siemens Energy said this year that more than 60% of its US gas turbine orders are now linked to AI data centers. In some states, like Ohio and Georgia, regulators are approving multi-gigawatt gas buildouts tied directly to hyperscale footprints. That includes full pipeline builds and multi-phase interconnects designed around private-generation campuses. But the surge in orders has collided with the cold reality of turbine manufacturing timelines. GE Vernova is currently quoting 2028 or later for new industrial units, while Mitsubishi warns new turbine blocks ordered now may not ship until the 2030s. One developer reportedly paid $25 million just to reserve a future delivery slot.
[1] https://www.tomshardware.com/tech-industry/turbine-shortage-threatens-ai-datacenters-as-wait-times-stretch-into-2030
> Interviews and market research indicate that manufacturers are quoting years-long lead times for turbine orders. Many of those placed today are being slotted for 2028-30, and customers are increasingly entering reservation agreements or putting down substantial deposits to hold future manufacturing capacity. "I would expect by the end of the summer, we will be largely sold out through the end of '28 with this equipment," said Scott Strazik, CEO of turbine maker GE Vernova, in an interview with Bloomberg back in March.
>
> General Electric's LM6000 and LM2500 series -- both derived from the CF6 jet engine family -- have quickly become the default choice for AI developers looking to spin up serious power in a hurry. OpenAI's infrastructure partner, Crusoe Energy, recently ordered 29 LM2500XPRESS units to supply roughly one gigawatt of temporary generation for Stargate, effectively creating a mobile jet-fueled grid inside a West Texas field. Meanwhile, ProEnergy, which retrofits used CF6-80C2 engines into trailer-mounted 48-megawatt units, confirmed that it has delivered more than 1 gigawatt of its PE6000 systems to just two data center clients. These engines, which were once strapped to Boeing 767s, now spend their lives keeping inference moving.
>
> Siemens Energy said this year that more than 60% of its US gas turbine orders are now linked to AI data centers. In some states, like Ohio and Georgia, regulators are approving multi-gigawatt gas buildouts tied directly to hyperscale footprints. That includes full pipeline builds and multi-phase interconnects designed around private-generation campuses. But the surge in orders has collided with the cold reality of turbine manufacturing timelines. GE Vernova is currently quoting 2028 or later for new industrial units, while Mitsubishi warns new turbine blocks ordered now may not ship until the 2030s. One developer reportedly paid $25 million just to reserve a future delivery slot.
[1] https://www.tomshardware.com/tech-industry/turbine-shortage-threatens-ai-datacenters-as-wait-times-stretch-into-2030
Self-accelerating decomposition (Score:3)
by arglebargle_xiv ( 2212710 )
Not sure what the actual term for this is but the above seems to fit: "AI" firms are putting down deposits on future turbines to run generators for generators for data centres that will probably never appear since the "AI" bubble will burst long before they're built.
Nope (Score:3)
by jrnvk ( 4197967 )
There are literally thousands of capable jet engines on the open market. Are they new? No. Do they have to be? Also no. Can you generate electricity way more cheaply and efficiently using other methods? Yes.
This is another junk headline for a problem that does not exist.
Thanks, AI firms. (Score:1)
We can't game - Xai have all the graphics cards.
We can't go on holiday - Anthropic have all the het engines.
We can't fuck - OpenAI have all the cunts.
Re: (Score:1)
( A "het" is a jet engine that identifies as heterosexual. )