Expert Interview
A Second Look: 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- Founder of Gas Turbine Coach, LLC and former Chief Customer Consultant at GE Vernova, advising owner/operators across the Americas on gas turbine strategy, services, and contractual solutions, with a focus on fleet optimization, flexibility, and long-term performance economics.
- Former Gas Turbine Leader for GE’s global installed fleet (9,000+ heavy-duty units), leading customer engineering services, lifecycle strategy, and advanced gas path solutions across base-load, aero-derivative, and combined-cycle power applications.
- 40 years of experience across aerospace and power generation, beginning at Pratt & Whitney in advanced propulsion programs and spanning thermodynamic modeling, gas turbine services, long-term service agreements (LTSA/MYA), market-driven flexibility solutions, and evolving energy market dynamics impacting turbine deployment and economics.
What advantages and limitations do aeroderivative gas turbines offer for powering data centers compared with traditional gas turbines?
How compelling are the economics of converted jet engines for data center operators amid the current turbine shortage?
How likely is adoption to scale meaningfully in 2026 and beyond, and what factors could accelerate or limit growth?
What impact could increased use of aeroderivative turbines have on jet engine availability and pricing?
Which companies are best positioned to benefit in this segment, and who may face downside risk?
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