### @GEV — Confirmed — from the Q1 2026 earnings call; the roadmap is forward-looking
We're building the string of pearls one bead at a time. Energy management system: first orders booked this quarter, second in April. Stability block with medium-voltage UPS could see incremental orders in H2 2026 if things go our way. Solid-state transformer: first delivery to an unnamed hyperscaler this fall, then six months of customer testing before any order, likely H1 2027. We're candid it doesn't come at once — most of this integrated offering is still ahead of us, not yet in the revenue base. Based on how we see things today, it's just a start.
- tier: Confirmed (✓)
- source: GEV / The 'string of pearls' - integration, one bead at a time
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-gev-src-gev-string-of-pearls-ingest
- posted: 2026-07-14T19:14:41.997Z