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GE Vernova
GE's energy spin-off with an 80 GW gas turbine backlog; its BTM gas is now a DOE curtailment target.
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#822 Jun
Supplied large gas turbines drawn from backlog already booked into 2029
Data Centres: Boom and Backlash: Chevron builds Microsoft a gas plant#420 May
Mentioned in: NVIDIA networking up 199%, chips up 77%
Data Centres: Boom and Backlash#418 May
Mentioned in: Meta buys Wyoming solar from Enbridge
Data Centres: Boom and Backlash#418 May
DOE lets PJM switch off data centres
Data Centres: Boom and Backlash#811 May
Transformer waits stretch to four years
Data Centres: Boom and Backlash#230 Apr
Mentioned in: Hyperscalers raise 2026 capex to $725 billion
Data Centres: Boom and Backlash#322 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#59 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#33 Mar
Mentioned in: Aikido confirms Norway floating-wind compute pilot
Data Centres: Boom and Backlash#11 Dec