BUSINESSBATON ROUGE BUSINESS REPORT
AI boom spins up demand for turbine makers
The AI boom is driving increased demand for turbine blades and vanes used in aircraft engines and gas turbines powering data centers. Four specialized manufacturers—Howmet Aerospace, Precision Castparts, Consolidated Precision Products, and Doncasters Group—dominate Western production, benefiting from high technical barriers, long lead times, and pricing power, though expansion risks include material shortages and past industry downturns.
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- Mitsubishi Heavy Sees Global Gas Turbine Demand Staying Strong
- GE Vernova Shares Climb on Strong Orders, Power Demand Boom
- GE Vernova's gas turbines aren't the only way it's winning from the AI boom
- AI boom means US is now ‘investing more’ in fossil-fuel power than China
- AI boom: Demand for data centers drives innovation by energy, tech industries to produce new power sources
- How GE Vernova builds the massive gas turbines powering the AI data center boom