Quote:
Originally Posted by jyl
Haven’t looked into it but I think whatever generators BKR sells to power remote drill sites etc would be totally inadequate for a data center.
The gas turbine names have flown the coop, as far as I can tell. Shrug, move on to a idea where you’re early not late.
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I was late with NVIDIA but I'm still showing a nice return. Maybe "better late than never" applies.
I asked the all knowing Google about data center on site power generation.
Answer:
"Yes, data centers are increasingly installing on-site power generation, with significant growth predicted by 2030, to meet soaring energy demands from AI and overcome limitations of the traditional power grid. This shift involves implementing various technologies, such as gas-fired plants, fuel cells, and even microgrids, to provide power with greater reliability, faster deployment, and better integration with on-site cooling systems for efficiency. "
I then asked how many MW the typical data center requires.
Answer:
"Data centers vary significantly in their power requirements, but they can range from a few megawatts (MW) to over 100 MW. Small data centers might consume 1-5 MW, while large or hyperscale facilities can exceed 100 MW. Some of the largest facilities can even reach 200 MW or more"
Finally, I asked what the highest MW output of a Baker Hughes gas fired turbine was.
Answer:
"Baker Hughes' LMS100PB+ gas turbine appears to be their highest power output model, with a power generation capacity of 110 MW (110,000 kW). This aeroderivative turbine is a powerful option designed for large-scale power generation applications, offering high efficiency and performance in that power range."
Might be worth keeping an eye on while also looking into other stocks for companies that provide point of use solutions.