BackGE VernovaGEV
Energy6/day by emailPrimary
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
Track with InsiderTHE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
Read this morning's edition →
- Price
- $940.63
- 30D
- +14.78%
- AI share of revenue
- Not disclosed
PRICES 15-MIN DELAYED · EODHD
GE Vernova’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Energy
- AI data centres worldwide reached a power capacity comparable to New York State at peak demand in 2025, which Stanford's AI Index puts at 29.6 gigawatts
- OpenAI does not disclose GPT-4o's resource footprint, so Stanford's 2026 AI Index Report turned to independent researchers' estimates of the water needed to cool the servers behind it — as much as 1.58 million kilolitres a year — more than 1.2 million people drink annually
- AI training's carbon footprint has scaled by orders of magnitude. Stanford's 2026 AI Index estimates that training AlexNet in 2012 produced about 0.01 tons of CO2 equivalent, while training xAI's Grok 4 in 2025 produced roughly 72,816 tons of CO2 equivalent — over 1,150 times the lifetime emissions of an average car