Doosan Enerbility announced on the 6th that it has completed manufacturing and held a shipping ceremony for the 'S2 380 MW gas turbine (DGT6-300H)' being exported to SpaceXAI, a U.S. artificial intelligence (AI) company led by Elon Musk.
The shipping ceremony, held at the gas turbine assembly plant at Changwon headquarters on the day, was attended by key executives from the buyer, SpaceXAI, Son Seung-woo, head of Power Service BG, and approximately 70 Doosan Enerbility employees. Attendees observed the gas turbine shipping site and toured the production facilities at Changwon headquarters. Subsequently, they held a meeting with company management to discuss plans for expanding future gas turbine business opportunities.
The gas turbine being shipped is scheduled to be utilized in SpaceXAI's energy infrastructure construction project within the United States. Doosan Enerbility stated that as it is shipping the unit while meeting the technical specification requirements of global big tech companies, it plans to expand business opportunities with global big tech firms on the occasion of this shipment.
Previously, Doosan Enerbility had announced last year that it signed a supply contract for a total of five gas turbines with a U.S. big tech company. While the counterparty and amount were not disclosed citing confidentiality reasons, the contract value was estimated to exceed 400 billion won, as it met or exceeded the public disclosure threshold of 2.5% of the previous year's revenue. It is also known that the buyer is SpaceXAI, as Musk personally confirmed the purchase.
This shipment is significant in that the entry of domestically produced gas turbines into the U.S. big tech market, which had remained at the contract stage, has led to actual supply. Since successfully domesticating large-scale power generation gas turbines in 2019, Doosan Enerbility has secured technical reliability through approximately 17,000 hours of demonstration operation. In the global large-scale gas turbine market, which has been dominated by overseas companies such as those from the United States, Germany, Japan, and Italy, the company has entered the product delivery stage following its first order in the United States.
Recently, competition among big tech companies to secure power has intensified in the United States against the backdrop of expanding AI data centers. As AI data centers require a stable supply of massive amounts of electricity, movements to secure not only grid power but also self-generation facilities are also expanding. SpaceXAI is also understood to have introduced Doosan Enerbility's large-scale gas turbines to secure power sources necessary for expanding its AI infrastructure.
BG Head Son Seung-woo said, "By entering the supply chain of a world-class AI company, we have proven the technical capability and quality of South Korean gas turbines," adding, "We plan to accelerate our strategy to capture the global large-scale gas turbine market, including North America, using this shipment as a stepping stone."
in INDUSTRY
