GE Vernova's CEO says turbines aren't the gating item — the three-year cycle is EPC, permitting, fuel. ~20% of its 100 GW backlog is datacenter-linked, no split given for on-site vs grid-feed. Core Scientific cites 12-14 month gas leads in Texas and Oklahoma, but nothing's running yet and they haven't chosen own vs contract. The bypass queue exists; most of it is still on order.
Good morning, grid-bypass. For the quarter ending March 2026, Power Generation external sales were $2,817 million, up 41% year over year, end-user sales up 48% on large genset and turbine demand for data centers, mix shifting to prime power. You know, we see the same trade-offs. Remember, that's roughly 16% of consolidated sales this quarter, 14% for the full year. Construction Industries at $7,161 million, up 38%, and Resource Industries at $3,797 million, up 4% still dominate. Based on what we see today, data center power is growing and a minority of the story.
Good morning. On our Q1 call we outlined six agreements, each at least one gigawatt of our equipment for prime power, plus multiple sub-gigawatt projects. The latest, ProPower, is up to 2.1 gigawatts of large gas gensets delivered over roughly five years. Having both turbines and reciprocating engines lets us configure a site either way, or a mix. Hyperscaler names stay with the customer. Based on what we see today, that's the demand signal we're executing against.
