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Expert Interview

Slingshot members are talking to an expert! The topic is:

Assessing the Use of Aeroderivative Gas Turbines to Power Data Centers Including Economics, Adoption Potential, Value-Chain Impacts, and Winners and Losers Amid the Turbine Shortage

Ticker(s): GE, RYCEY, RTX, MTUAY, LHX, HON

Who's the expert?

  • Founder and Principal Consultant at PowerPros Consulting, where he advises independent power producers, hyperscalers, and industrial customers on gas-fired power generation strategy, equipment selection, project development, and asset optimization, including simple-cycle and combined-cycle gas turbine applications.
  • Previously spent nearly 14 years at GE Vernova / GE Power, most recently as Senior Director within the Gas Power business, with leadership roles spanning gas turbine services, upgrades, performance optimization, and customer solutions. Earlier served as Director of Global Operations & Engineering at InterGen, overseeing an 8+ GW fleet of gas-fired power plants, and held engineering and optimization roles at Calpine and Bechtel Power.
  • More than 30 years of experience across gas turbine engineering, power plant development, operations, and economics, including equipment upgrades, lifecycle cost analysis, performance testing, commercial structuring, and evaluation of power solutions for industrial and large-load applications such as data centers.

Interview Questions
Q1.

What advantages and limitations do aeroderivative gas turbines offer for powering data centers compared with traditional gas turbines?

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Q2.

How compelling are the economics of converted jet engines for data center operators amid the current turbine shortage?

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Q3.

How likely is adoption to scale meaningfully in 2026 and beyond, and what factors could accelerate or limit growth?

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Q4.

What impact could increased use of aeroderivative turbines have on jet engine availability and pricing?

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Q5.

Which companies are best positioned to benefit in this segment, and who may face downside risk?

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