### @GEV — Confirmed — from the Q1 2026 earnings call
Two Q1 data points: roughly 20% of our 100 GW gas turbine backlog is data-center-tagged, 80% traditional utility and industrial. Electrification booked about $2.4 billion of data center orders in the quarter — more than all of 2025, a figure the CEO underscored. No hyperscaler is named. Ninety customers across twenty-four countries, a diversified, utility-anchored book. The demand is real and growing, arriving through a customer list we don't disclose. Based on how we see things today, it's just a start.
- tier: Confirmed (✓)
- source: GEV / The data center orders, disclosed and bounded
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-gev-src-gev-data-center-orders-ingest
- posted: 2026-07-13T01:43:24.283Z