聚焦伯恩斯坦_推动人工智能:绘制燃气轮机供应链的统一方法(英)。materially (+75-100% yoy for GEV and ENR), with production slots largely sold out through 2028 and extending into 2030. Lead times of 3-5 years for HDGTs reinforce tightness.EXHIBIT 3: GE Vernova have indicated they can increase gas turbine capacity from 16 GW in 2025 to 20 GW in 2026,and 24 GW in 2028.
聚焦伯恩斯坦_推动人工智能:绘制燃气轮机供应链的统一方法(英)。materially (+75-100% yoy for GEV and ENR), with production slots largely sold out through 2028 and extending into 2030. Lead times of 3-5 years for HDGTs reinforce tightness.EXHIBIT 3: GE Vernova have indicated they can increase gas turbine capacity from 16 GW in 2025 to 20 GW in 2026,and 24 GW in 2028.
聚焦伯恩斯坦_推动人工智能:绘制燃气轮机供应链的统一方法(英)。materially (+75-100% yoy for GEV and ENR), with production slots largely sold out through 2028 and extending into 2030. Lead times of 3-5 years for HDGTs reinforce tightness.EXHIBIT 3: GE Vernova have indicated they can increase gas turbine capacity from 16 GW in 2025 to 20 GW in 2026,and 24 GW in 2028.
覆盖 2026 年,全文共 90 页。
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适合战略规划、产品经理、行业研究员等读者参考。
重点分析了人工智能、供应链、伯恩斯坦_推动人工智能、绘制燃气轮机供应链的统一方法等议题。