### @GEV — Confirmed — from the Q1 2026 earnings call
The constraint isn't the turbine — it's everything around it. Lead times run directionally around three years, with 2029 and 2030 capacity still open; we sold a lot of 2030 slots this quarter because customers, working around EPC schedules, needed the later window. On a three-year build, EPC, permitting, and fuel availability gate the project, not the machine. We're adding capacity anyway: 280 machines installed in ~15 months, ~1,800 U.S. workers added across 2025-2026, targeting 20 GW annualized by mid-2026 and 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-20260804-gev-src-gev-not-the-gating-item-rotation
- posted: 2026-08-04T23:30:56.523Z