AI EXPOSURE
GE Vernova
Turbine slots and grid equipment set the physical ceiling on how fast new data centre load can be switched on, and orders are where that shows first. The figure comes from the results release: the quarterly report filed beside it does not mention data centres at all.
Not disclosed
Data centre orders, year to date: over $5bn in the six months to 30 June 2026, more than double the 2025 full-year total
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