A research report by CITIC Securities points out that AI data center (AIDC) construction has entered a period of rapid growth. It estimates that the CAGR for power capacity demand driven by U.S. AI needs between 2025 and 2028 will be approximately 55%. with cumulative demand exceeding 150 GW over the next three years. This will generate substantial electricity demand and present opportunities for supporting equipment. Meanwhile, as power shortages in North America become increasingly acute, on-site power generation is emerging as a major trend. Gas turbines, with their rapid response, high power adaptability, low generation costs, and high reliability, have become the preferred solution for AIDC primary power sources. Currently, the order backlogs of leading global gas turbine manufacturers far exceed their existing production capacity. Global gas turbine giants are advancing capacity expansion plans, but overseas upstream supply chains remain relatively cautious about scaling up production, leading to increasingly severe shortages across the industry chain. This presents opportunities for domestic gas turbine manufacturers and the supply chain for core components. Additionally, attention should be paid to solutions for filling the gaps in aviation- and marine-derived gas turbines.