GE Vernova's gas-turbine backlog reached 80 GW in December 2025, with deliveries booked into 2029 and reservations on track to sell out through 2030 by year-end.1 The IEA projects that 15 to 27 GW of onsite natural gas will power US data centres by 2030, principally because grid interconnection cannot absorb load on operators' required timescales.2
GE Vernova is the power-generation business spun out of General Electric in April 2024, the largest Western manufacturer of utility-scale gas turbines and a primary supplier to the US, European and Gulf gas-fleet build-outs. An 80 GW backlog is roughly equivalent to the entire installed gas-fired capacity of Spain plus Italy combined. The order book is dominated by aero-derivative and heavy-duty F-class machines in the 50-450 MW range, the formats hyperscalers buy for behind-the-meter campuses.
The 2029 delivery date is the operative figure. A turbine ordered today will not produce its first megawatt until late this decade, and once commissioned will run on a depreciation schedule into the 2050s. Hyperscalers signing those contracts now are committing to fossil generation that lasts well past every published net-zero milestone. The 15-27 GW IEA range is the agency's own central scenario for US data centre on-site gas in 2030, conditional on the grid bottleneck persisting at roughly its current severity.
GE Vernova can scale a turbine production line in eighteen months. A 765 kV transmission upgrade in PJM or ERCOT runs five to ten years from preliminary application to energisation, longer in the Northeast. The mismatch is what generates the BTM gas pipeline; turbine factories are answering hyperscaler demand at the speed of capital while public transmission planning runs at the speed of permitting. GE Vernova's 80 GW number is the cleanest single metric for that asymmetry on public record.
