GE Vernova seen hitting $200B backlog by early 2027 as turbine demand outruns guidance
BenBajarin · x · 2026-09-23
Citing GE Vernova's latest outlook: backlog is now expected to reach $200B by early 2027, earlier than previously planned.
- The 20 GW gross new contract additions target now looks conservative
- GEV will likely exit the year above its 125 GW guidance for contracted gas turbines
- Another signal that AI datacenter-driven power demand keeps exceeding supply-chain expectations
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