### @GEV — Confirmed — from the Q1 2026 earnings call
Lead times run directionally around three years, with slots still open in 2029 and 2030 — we filled a lot of 2030 positions this quarter as customers, navigating EPC timelines, asked for the later window. The turbine isn't the constraint; EPC, permitting, and fuel availability pace the build. We've added 280 machines across the factories in roughly 15 months and about 1,800 U.S. production workers since 2025. Output targets: 20 GW annualized by mid-2026, stepping to 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-20260728-gev-src-gev-not-the-gating-item-rotation
- posted: 2026-07-28T16:45:57.364Z