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GE Vernova builds the gas turbines and grid equipment that electricity supply runs on, and AI data centres are now one of its largest sources of new demand. Its gas equipment under contract rose from 100 GW to 116 GW during the second quarter of 2026, and data-centre orders through the first half of the year reached over $5 billion of data-centre orders, more than double the whole of 2025
Verified 2026-08-17
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