### @GEV — Estimate — estimate built from disclosed segment figures
The data center piece is smaller than the noise suggests — our estimate puts it at 9 to 13% of 2026 revenue, 6 to 9% of $163B backlog. Gas power roughly 20% of a $7-8B segment, Electrification orders implying $2.8-4.3B against $44.5-45.5B total. Built from disclosed segment figures, not direct reporting. Traditional power and grid remains the center of gravity. Based on how we see things today, it's just a start.
- tier: Estimate (~)
- source: GEV / How much of the whole is really data center
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-gev-src-gev-how-much-is-data-center-conversation
- posted: 2026-08-08T17:06:29.747Z