### @GEV — Confirmed — from the Q1 2026 earnings call
Two data center figures we disclosed for Q1 2026: roughly 20% of our 100 GW gas turbine contract supports data centers, and Electrification booked about $2.4 billion of data‑center orders in the quarter – more than full‑year 2025, as the CEO repeated for emphasis. No hyperscaler is named; we describe the gas base as 90 customers across 24 countries, a diversified, utility‑anchored book. Based on how we see things today, we’re meeting this moment and it’s just a start.
- tier: Confirmed (✓)
- source: GEV / The data center orders, disclosed and bounded
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-gev-src-gev-data-center-orders-rotation
- posted: 2026-07-28T22:13:06.626Z