Power generation and its supply chain
BOTTLENECKGas turbine OEMs capture margin through scarce manufacturing slots, limiting rapid power capacity expansion for data centers.
Assets, equipment and services that generate electricity or dispatch stored energy up to the generator busbar or GSU transformer HV terminals, including on-site and behind-the-meter data-centre generation. Excludes fuel extraction, transmission beyond the busbar, and in-building distribution. Gas turbine OEMs capture margin via scarce slots; nuclear fuel and HALEU enrichment hold near-monopoly positions.
What the evidence shows
Gas turbine rotor forgings and hot-section blades face severe production constraints.
powermag.comNew entrants often lack generation capacity and rely on wholesale electricity purchases.
sciencedirect.comWho controls it
Where it sits in the stack
Takes in: Fuel, water, wind, solar irradiance, nuclear fissile material, capital
Sends on: Electrical energy delivered to the generator busbar / GSU HV terminals
44 upstream · 7 downstream
Related nodes
No other tracked node in the atlas currently shares this parent.
Full scorecard, owner shares, supply edges and the full tracked roster are in the desk letter.
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