GE Vernova gas turbine lead times extend to 2031, constraining AI data center expansion

GE Vernova has confirmed that production lead times for heavy-duty gas turbines now extend to 2031, creating a significant supply-side bottleneck for the power-intensive AI data center sector. This structural shortage conflicts with projected U.S. data center power demand growth, which is expected to more than double by 2027. The mismatch between infrastructure delivery timelines and aggressive AI deployment schedules poses a material risk to sector-wide capacity expansion.