GE Vernova
GE's energy technology spin-off producing gas turbines, wind turbines, and power electronics; its gas turbine backlog reached 80 GW in December 2025.
Last refreshed: 26 April 2026 · Appears in 1 active topic
With GE Vernova's gas turbine backlog at 80 GW, when will the next xAI-scale facility actually get power?
Timeline for GE Vernova
Mentioned in: Hyperscalers raise 2026 capex to $725 billion
Data Centres: Boom and BacklashReported 80 GW gas-turbine backlog with deliveries booked into 2029
Data Centres: Boom and Backlash: GE Vernova gas backlog hits 80 GW into 2029- How long is the wait for a GE Vernova gas turbine?
- As of December 2025, GE Vernova's gas turbine backlog stood at 80 GW with deliveries booked into 2029. New orders placed in early 2026 could face waits of three years or more.Source: Lowdown data-centres briefing
- Why are gas turbine orders surging in 2025 and 2026?
- Data centres and AI facilities are ordering gas turbines to power behind-the-meter generation, bypassing grid-connection queues. xAI's 41-turbine order for Colossus is the most prominent example; GE Vernova says hyperscalers are its fastest-growing customer segment.Source: Lowdown data-centres briefing
- What did GE Vernova spin off from?
- GE Vernova was spun off from General Electric in April 2024 as an independent energy technology company focused on gas turbines, wind turbines, and grid equipment.Source: GE Vernova
Background
GE Vernova was spun off from General Electric in April 2024 as an independent energy technology company. Its gas turbine division is now the clearest single indicator of AI infrastructure demand's physical scale: the backlog reached 80 GW in December 2025, with deliveries booked into 2029 and beyond. At that backlog level, a new order placed in early 2026 would wait three or more years for hardware delivery.
The driver is explicit: data centres and AI facilities requiring behind-the-meter generation are the fastest-growing customer segment. xAI's 41-turbine, 1.2 GW Colossus order is the most prominent individual example; GE Vernova also confirmed the general dynamic that hyperscalers are ordering turbines before construction is approved and in some cases before land is secured. Uptime Institute analysts noted that the backlog, combined with long-lead transformer shortages, means the physical capital constraints on data centre expansion are now as binding as land and grid-connection constraints.
GE Vernova's turbine portfolio spans heavy-duty and aeroderivative gas turbines. The company also manufactures wind turbines and grid equipment, though its current earnings and order flow are dominated by gas. The backlog dynamic raises long-term questions about whether AI infrastructure timelines are compatible with decarbonisation commitments.