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GE Vernova
GE's energy spin-off; gas-turbine backlog hit 116 GW, guided to 125 GW by year-end.
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#11 23 Jul
Reported gas-turbine backlog and data-centre orders in Q2
Data Centres: Boom and Backlash: GE Vernova backlog hits 116 GW#8 22 Jun
Supplied large gas turbines drawn from backlog already booked into 2029
Data Centres: Boom and Backlash: Chevron builds Microsoft a gas plant#4 20 May
Mentioned in: NVIDIA networking up 199%, chips up 77%
Data Centres: Boom and Backlash#4 18 May
DOE lets PJM switch off data centres
Data Centres: Boom and Backlash#4 18 May
Mentioned in: Meta buys Wyoming solar from Enbridge
Data Centres: Boom and Backlash#8 11 May
Transformer waits stretch to four years
Data Centres: Boom and Backlash#2 30 Apr
Mentioned in: Hyperscalers raise 2026 capex to $725 billion
Data Centres: Boom and Backlash#3 22 Apr
Reported $163bn total backlog, $2.4bn DC electrification orders, and closed $5.3bn Prolec acquisition
Data Centres: Boom and Backlash: GE Vernova prices the transformer bottleneck#5 9 Apr
Maintained a backlog with deliveries booked into 2029 after adding capacity via Prolec deal
Data Centres: Boom and Backlash: Texas grid queue hits 410 GW#3 3 Mar
Mentioned in: Aikido confirms Norway floating-wind compute pilot
Data Centres: Boom and Backlash#1 1 Dec