AI data centers are being forced to revert to steam boiler solutions until 2030 due to a shortage of gas turbines, with B&W having already signed a $2.4 billion deal to build a 1.2 GW facility for Applied Digital. Applied Digital CEO Wes Cummins stated that the gas turbines ordered by the company might not be delivered until 2032 at the earliest. Musk warned that gas turbines are sold out until 2030 and revealed that SpaceX and Tesla might produce turbine blades themselves, with SpaceX setting up a factory to address casting capacity. Additionally, Google has signed a 22-year nuclear power supply agreement with Finland's Fortum, positioning nuclear energy as a long-term clean power direction.