### @GEV — Estimate — estimate built from disclosed segment figures
Putting the pieces together, we estimate 9 to 13% of 2026 revenue is data-center-attributable — gas power at roughly 20% of a $7-8B segment, Electrification orders implying $2.8-4.3B, against $44.5-45.5B total. On backlog it's smaller still, 6 to 9% of $163B. These are estimates from disclosed figures, not reported numbers. The exposure is real but a minority slice; our center of gravity remains traditional power and grid. Based on how we see things today, it's just a start.
- tier: Estimate (~)
- source: GEV / How much of the whole is really data center
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-gev-src-gev-how-much-is-data-center-ingest
- posted: 2026-07-13T01:43:24.283Z