GEV just reported their nat gas turbine backlog doubled to 20GW last year, and they expect 2025 to be "even stronger". 9GW of "reservations" (pre-orders) for data centers are "expected to become orders" next year. Conversations with hyperscalers are "intensifying".
Reposted from
Jonathan Todd
GE Vernova working with Stargate (via CNBC's Seema Mody) x.com/seemacnbc/st...
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