The Energy Layer of the AI Stack

AI’s scaling ceiling isn’t algorithms. It’s megawatts, metallurgy, and lead times

The Rocky Mountain Institute notes that the global heavy-duty gas-turbine supply chain is jammed: OEM order books are full, spare‐part inventories are thin, and lead times for both new units and major overhauls have stretched well past 2028. That makes it hard for U.S. utilities to add the 15–20 GW per year of gas “peaker” capacity they assumed would co…