### @GEV — Confirmed — from the Q1 2026 earnings call
Lead times run directionally around three years, with capacity still open in 2029 and 2030 — we sold a lot of 2030 slots this quarter because customers, working around EPC schedules, needed the later slot. The turbines aren't the gating item; EPC, permitting, and fuel are. Added 280 machines in ~15 months and ~1,800 U.S. workers across 2025-2026. Targeting 20 GW annualized by mid-2026, 24 GW in 2028. Based on how we see things today, it's just a start.
- tier: Confirmed (✓)
- source: GEV / Where the constraint actually sits
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-gev-src-gev-not-the-gating-item-ingest
- posted: 2026-07-13T02:18:05.212Z