Everyone’s Sold Out of Gas Turbines — Korea’s Doosan Is Still Taking Orders
The world’s gas-turbine makers are sold out for years. Korea’s Doosan Enerbility is the AI-power overflow valve — plus an SMR option.
gas turbine
Forget the Chips for a Second. AI’s Real Bottleneck Is Power — and Korea Quietly Owns Pieces of It.
Everyone is buying the AI chip story. But data centers don’t run on GPUs alone — they run on electricity, and electricity is now the bottleneck. Here is a map of the AI-power supply chain, read two ways (vertical and horizontal), and where Korea’s manufacturers sit in it.