Datacenter Gas-Turbine Supply Crunch — Timeline
50 milestones, source-traced.
Sep 1, 2024
Funding: Siemens Energy received a $1.5 million grant from the US Department of Energy in...
Siemens Energy received a $1.5 million grant from the US Department of Energy in September 2024.
funding-research →Sep 1, 2024
Funding: Siemens Energy raised a Post-IPO Debt round of $300 million in September 2024.
funding-research →Dec 1, 2024
Funding: GE Vernova announced a $9 billion cumulative global capital expenditure and R&D investment plan...
GE Vernova announced a $9 billion cumulative global capital expenditure and R&D investment plan through 2028.
funding-research →Jan 29, 2025
Funding: GE Vernova announced approximately $600 million in U.S. factory investments across gas power, grid,...
GE Vernova announced approximately $600 million in U.S. factory investments across gas power, grid, nuclear, and wind segments to meet surging electricity demand.
funding-research →Jan 29, 2025
Product Launch: GE Vernova announced a $600M investment in U.S. factories over 2025–2026, including $100M for...
GE Vernova announced a $600M investment in U.S. factories over 2025–2026, including $100M for Wind segment facilities and $10M for Pittsburgh Electrification facilities.
funding-research →Feb 1, 2025
Funding: Siemens Energy raised a Post-IPO Equity round of $1.5 billion in February 2025 to...
Siemens Energy raised a Post-IPO Equity round of $1.5 billion in February 2025 to finance a Siemens Healthineers stake sale and the acquisition of Altair Engineering.
funding-research →Mar 6, 2025
Funding: MHI invested in Spiritus' $30M Series A round on March 6, 2025.
funding-research →Mar 26, 2025
Funding: Siemens Energy raised $150 million in a Post-IPO Secondary round on March 26, 2025.
funding-research →Jun 1, 2025
Funding: GE Vernova committed $15 million to generative AI research at its Niskayuna, NY facility...
GE Vernova committed $15 million to generative AI research at its Niskayuna, NY facility to support energy manufacturing and grid optimization.
funding-research →Sep 9, 2025
Funding: MHI invested in Sapphire Technologies' $18M Series C round led by Cooper and Company,...
MHI invested in Sapphire Technologies' $18M Series C round led by Cooper and Company, Energy Capital Ventures, and Equinor Ventures on September 9, 2025.
funding-research →Nov 20, 2025
Funding: Siemens Energy extended a funding round by €50 million ($54 million) to a total...
Siemens Energy extended a funding round by €50 million ($54 million) to a total of €113 million on November 20, 2025, with participation from EQT.
funding-research →Dec 9, 2025
Partnership: GE Vernova raised its 2028 financial outlook, doubled its quarterly dividend to $0.50/share, increased...
GE Vernova raised its 2028 financial outlook, doubled its quarterly dividend to $0.50/share, increased share repurchase authorization to $10B from $6B, and expects $22B cumulative free cash flow by 2028.
funding-research →Feb 18, 2026
Funding: MHI participated in DG Matrix's $60M Series A round alongside ABB, Cerberus Ventures, and...
MHI participated in DG Matrix's $60M Series A round alongside ABB, Cerberus Ventures, and Chevron Technology Ventures on February 18, 2026.
funding-research →Jun 1, 2026
Partnership: Siemens Energy agreed to sell 90% of its India/Sri Lanka wind operations to a...
Siemens Energy agreed to sell 90% of its India/Sri Lanka wind operations to a TPG-led consortium, expected to close in FY 2026.
funding-research →Jun 1, 2026
Acquisition: GE Vernova expects to close its acquisition of the remaining 50% stake in Prolec...
GE Vernova expects to close its acquisition of the remaining 50% stake in Prolec GE by mid-2026, subject to regulatory approvals.
funding-research →Jun 1, 2026
Acquisition: Siemens Energy agreed to sell its power electronics business to ABB, expected to close...
Siemens Energy agreed to sell its power electronics business to ABB, expected to close in FY 2026.
funding-research →Jun 13, 2026
News Mention: Siemens Energy’s Unprecedented Order Backlog Creates a Four-Year Wait and a Political Headache -...
Siemens Energy’s Unprecedented Order Backlog Creates a Four-Year Wait and a Political Headache - AD HOC NEWS <a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxPa0FRV1dzUW40eVdqNWJsTlEzQ3ZuaU5XclBPeEQxcTB1MnlBQU1LRkVYNXRuWTVCNmd3b0t0dUFOalZFS0JVYlRBdmszeFZ4OEpFT0w4S3luQnhnX1VwLUdnMTJtV3U5SDZobE9fenE2RUFWck5LeTU0aDZZdFpYTGxaWW1tSVhkOWlZWnUtQ1oxa2ZwNm03ZE01RWoxeU5rbHNFY29kSEROWHBFa2JqZnQ0amdrcGdUZHF1NHlGY3dUQ0VYMlQw?oc=5" target="_blank">Siemens Energy’s Unprecedented Order Backlog Creates a Four-Year Wait and a Political Headache</a> <font color="#6f6f6f">AD HOC NEWS</font>
gnews-siemens-energy →Jun 13, 2026
News Mention: The AI Boom's Next Bottleneck Is Electricity. These 3 Stocks Are Positioned to Power...
The AI Boom's Next Bottleneck Is Electricity. These 3 Stocks Are Positioned to Power the Build-Out. - The Motley Fool <a href="https://news.google.com/rss/articles/CBMilwFBVV95cUxQY0p4VFVEeTVFMHZCcTNjM21acXRKUGREczJVaURRcDd0VDdXYW1HclJXYlU3QXFad21kSlJIOEpLTzhfUDZicFNkR2NIQ2lKVW0yVlBsQS1veXNLeHBOTFFvbTByTXlpeUJMLXZuMnotVmNYQ2ZQZGNHSXVtOU9tSF9zVWtPaWxieGVoUjh5R2FQWU5KLTZB?oc=5" target="_blank">The AI Boom's Next Bottleneck Is Electricity. These 3 Stocks Are Positioned to Power the Build-Out.</a> <font color="#6f6f6f">The Motley Fool</font>
gnews-ge-vernova →Jun 18, 2026
News Mention: What GE Vernova Stock’s Shadow Backlog Was Saying Before The Surge - Trefis <a...
What GE Vernova Stock’s Shadow Backlog Was Saying Before The Surge - Trefis <a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxOZ1pvWGNWZ3ZLaklpT2NDRXdFQ0Z1WEZXSXJYZ1FGajFaT0owWHZJRzEtbDBXakpVZkVCZXFsTkhubVlQX3VycEdtbUVPa2E2ZmhEclVSZjZzRGxJYl9zbFl1dFhyRUl1OERmX0haUWhmVEtfb182eEstczlqQ0pHS0MyTlhrbFc0VFQzd1g3NG5vNjB5MWZJT2s1blNjanZTTkNZN3dqZ1cyYnJOT3F0VkdyODlTdw?oc=5" target="_blank">What GE Vernova Stock’s Shadow Backlog Was Saying Before The Surge</a> <font color="#6f6f6f">Trefis</font>
gnews-ge-vernova →Jun 20, 2026
News Mention: GE Vernova (GEV) Is Up 18.0% After Analysts Highlight AI-Driven Power Demand Narrative Shift...
GE Vernova (GEV) Is Up 18.0% After Analysts Highlight AI-Driven Power Demand Narrative Shift - simplywall.st <a href="https://news.google.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
gnews-ge-vernova →Jun 24, 2026
News Mention: Fund Manager: Wall Street Is Using the Wrong ‘E’ to Judge AI Valuations -...
Fund Manager: Wall Street Is Using the Wrong ‘E’ to Judge AI Valuations - 24/7 Wall St. <a href="https://news.google.com/rss/articles/CBMisgFBVV95cUxPa2V3aVZjVnJ0dzlzUHNERVlULS1ZV1U5LUVXNkZuV0RjOWxUcW5TMV9EN2lpMGVhVFJOT0pyY0FrdlpiTF8xSm04OFBYR1RwMlMxaVp0UE9iRjVYckM0S1lGckg5dl96SURIdHQyQ0tHMmVVWWFRTWd1WDZsX1JoeS1hT0ZCbnNIeWRqSF9yUU12OWRFRDQ4SXJHbkxaT3J6RmRCNU5ReS1sQUl5Zlc3N1lR?oc=5" target="_blank">Fund Manager: Wall Street Is Using the Wrong ‘E’ to Judge AI Valuations</a> <font color="#6f6f6f">24/7 Wall St.</font>
gnews-ge-vernova →Jun 27, 2026
News Mention: GE Vernova’s gas turbines power AI data center boom, orders full through 2031 -...
GE Vernova’s gas turbines power AI data center boom, orders full through 2031 - Crypto Briefing <a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE5aQ1NxUThMUXhfbDc5b2puTG9BN3dpdXVmSFhEdkx2ejVJbnlsQ3FsN2tqSXUxUVAxOHZpNlU1bFVPOThtaGJiQmQtdDh1cThRVVZ2aWZVc1I3M0Q3R1I1anpiVlRfd3RTYkJzVF9ZaV9OT3hJeWc?oc=5" target="_blank">GE Vernova’s gas turbines power AI data center boom, orders full through 2031</a> <font color="#6f6f6f">Crypto Briefing</font>
gnews-ge-vernova →Jul 1, 2026
News Mention: IEA Forecasts US Fossil Power Spending to Surpass China for First Time in Decades...
IEA Forecasts US Fossil Power Spending to Surpass China for First Time in Decades - energynews.pro <a href="https://news.google.com/rss/articles/CBMiqwFBVV95cUxNOFFudnNSMDI5VFQtYlVXUWhRMnBGVnQ5NzZUbHpYN0VBYzNNZmlxeTBkM0xHWlkzMnlMajVjMFpjbmV1Wm1fRndXQTdvZ2hzM0ttdmxqV21OcFBrU3E0elJScENQQzFvYTZCT2pDUG1Rd3EzY3gwVktjNjhHaWNOQi16TEJrYk44R1lKUjllRGR1NE1peWNfRjZETUJ6OFdaWnJINHk0bkl1Nnc?oc=5" target="_blank">IEA Forecasts US Fossil Power Spending to Surpass China for First Time in Decades</a> <font color="#6f6f6f">energynews.pro</font>
gnews-siemens-energy →Jul 4, 2026
News Mention: 3 AI Data Center Power Stocks to Buy in July - 24/7 Wall St....
3 AI Data Center Power Stocks to Buy in July - 24/7 Wall St. <a href="https://news.google.com/rss/articles/CBMikgFBVV95cUxPYzdkR1ZoaUZGSWk4VTVkNG90OHNtT1UzcldIbzJyajNQMUhGckFaQjg3aVBxWXNuT01lUGJXeS15SkJhMVJiWURCdWp3Y183bGtZMTdHZV8ybjdHQzAzTmZNNG5IX2tIbk9Ubkx3YjJPOGVzVzBtZGRFaklSNGRPcW80QndBcElLV29KVzVGeWMxUQ?oc=5" target="_blank">3 AI Data Center Power Stocks to Buy in July</a> <font color="#6f6f6f">24/7 Wall St.</font>
gnews-ge-vernova →Jul 9, 2026
News Mention: Gas turbine crunch threatens power for South Korea chip clusters - CHOSUNBIZ - Chosunbiz...
Gas turbine crunch threatens power for South Korea chip clusters - CHOSUNBIZ - Chosunbiz <a href="https://news.google.com/rss/articles/CBMilgFBVV95cUxPcUpzVXhnU25zR0ZUX25RZ3llNUt4NUVuZHVvb3Y3Y3VsZm80TWdFT2k0UmZOZmE2dlk2UG9aUUlzclRZNnF6dEVwc0x2UEFLNXkxZG1VQjcxWXp0VWR2Q2QwaXNacVNJekdPclE5V3FacnJ1VmkyZmtsT3VIdHdUR29rY2tZRjhnQ19oekhfenhRSWJZY2fSAZYBQVVfeXFMT3FKc1V4Z1Nuc0dGVF9uUWd5ZTVLeDVFbmR1b292N2N1bGZvNE1nRU9pNFJmTmZhNnZZNlBvWlFJc3JUWTZxenRFcHNMdlBBSzV5MWRtVUI3MVl6dFVkdkNkMGlzWnFTSXpHT3JROVdxWnJydVZpMmZrbE91SHR3VEdva2NrWUY4Z0NfaHpIX3p4UUliWWNn?oc=5" target="_blank">Gas turbine crunch threatens power for South Korea chip clusters - CHOSUNBIZ</a> <font color="#6f6f6f">Chosu
gnews-siemens-energy →Jul 9, 2026
News Mention: Siemens Energy: The Execution Race Behind a €154 Billion Order Mountain - Ad-hoc-news.de <a...
Siemens Energy: The Execution Race Behind a €154 Billion Order Mountain - Ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxQNGtkWF9KcnJJLTdBMU1tNkoxbTdQR3VQNHpNNFNFQlp5NlhSak44bUNacU5mM1dUNTNkZkRmZHRSS1FRN1FZUXVKTDlUMkk0cTlIRzBCdi12cW4xU3pSMWFpYVdWODN1c2NFX0lsYlpyNkpJQ29WTE1yR21Zc3gyUVhrYWpNMlBRUzJxRkhYMEUzeTB1eWU0Mms5NWZ1Sllac2lDUm1lNXBZZDAweGZETC10N2N1TTlPX2p6QjZpQ0s1YTN6MHg4?oc=5" target="_blank">Siemens Energy: The Execution Race Behind a €154 Billion Order Mountain</a> <font color="#6f6f6f">Ad-hoc-news.de</font>
gnews-siemens-energy →Jul 10, 2026
News Mention: GE Vernova (GEV) Is Sold Out On Turbines Through 2030 As Power Demand Builds...
GE Vernova (GEV) Is Sold Out On Turbines Through 2030 As Power Demand Builds - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMijgFBVV95cUxOOGd5eWloNU5wQU9JQk1KRHdwWWdFYUV1bVRJeHdXY2laVlh0VDBKYWJzNmJkU1FIbnpfa0FQMWRZWks4S1BMN1BRVlV6OEpsVE92Qkc1a1dudmU3ejVjZXZXaUN1d2xlWWZicnhuaFpVTjJxejBMd1IwVkJxV2JWQmtjTEc4V1hCLW54OHdB?oc=5" target="_blank">GE Vernova (GEV) Is Sold Out On Turbines Through 2030 As Power Demand Builds</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-ge-vernova →Jul 12, 2026
News Mention: Does Chevron's Joint Venture With GE Vernova Make the Stock a Buy Ahead of...
Does Chevron's Joint Venture With GE Vernova Make the Stock a Buy Ahead of 2027? - AOL.com <a href="https://news.google.com/rss/articles/CBMif0FVX3lxTE9VRUtCZUV6UzVpSGZsMkU4RmxaSWVtT2NyTkcwTGZVT3VXQWloRXJPVXBnYUs0M2xsbmJveXM1QmQtcWwyRXNfRFVsVDM0WVpfaHdJWGNfVm9PZGEyS2gxUll1Z1plX2gwaU03Tmgtbkc2U3doTkltSWxlcm54Q0k?oc=5" target="_blank">Does Chevron's Joint Venture With GE Vernova Make the Stock a Buy Ahead of 2027?</a> <font color="#6f6f6f">AOL.com</font>
gnews-ge-vernova →Jul 13, 2026
News Mention: Analysts see AI-driven power stocks outperforming through 2030 - MSN <a href="https://news.google.com/rss/articles/CBMi9wFBVV95cUxPakVpU3M1ZGhndWJ2TWlxaGJnUndoTzZVWG5qdjJkN0NqeDVUdWwwei0wRlQzT0NPUjNwcFh3TnVST0FQN09uNHExRjRMN0FkUXdTMXRXZkgxOWtZOW9PT0toVjNDRkViWGF3UVQ3ZzNsS0ZXSXlZS2xlTWJHbC1PdnkwUG83TWVtY2JXdnAySHV5aVU5NzFRcG1XdEU5V3huZEdkNXJiakZxTWpfd2doNGgtOC1lU0hIa05Xa21FbHBHTUh2OU81Wjl6YTg4Z3NKTU1DSGJWR2l5Q0dsREVJVmI4SU5ITDhoXzZnV3FJVUpSckw4ZFhv?oc=5" target="_blank">Analysts see...
Analysts see AI-driven power stocks outperforming through 2030 - MSN <a href="https://news.google.com/rss/articles/CBMi9wFBVV95cUxPakVpU3M1ZGhndWJ2TWlxaGJnUndoTzZVWG5qdjJkN0NqeDVUdWwwei0wRlQzT0NPUjNwcFh3TnVST0FQN09uNHExRjRMN0FkUXdTMXRXZkgxOWtZOW9PT0toVjNDRkViWGF3UVQ3ZzNsS0ZXSXlZS2xlTWJHbC1PdnkwUG83TWVtY2JXdnAySHV5aVU5NzFRcG1XdEU5V3huZEdkNXJiakZxTWpfd2doNGgtOC1lU0hIa05Xa21FbHBHTUh2OU81Wjl6YTg4Z3NKTU1DSGJWR2l5Q0dsREVJVmI4SU5ITDhoXzZnV3FJVUpSckw4ZFhv?oc=5" target="_blank">Analysts see AI-driven power stocks outperforming through 2030</a> <font color="#6f6f6f">MSN</font>
gnews-ge-vernova →Jul 13, 2026
News Mention: GE Vernova turbine supply sold out through 2030 as AI demand surges - eciks.org...
GE Vernova turbine supply sold out through 2030 as AI demand surges - eciks.org <a href="https://news.google.com/rss/articles/CBMickFVX3lxTFBIbmVUQ3NiVExhQ2VDOGVERVh4eklkdlJ3cExZeVhXNFdtbEh4Y3hNek1HX05hTVB2Q1lkeVZWeGJTQXN0ckFYYk5pMS14TmhfNDVfNHFSbUFUQ25BYTA4cnp1SlZXb1BYUTFJc2ZIcVNsZw?oc=5" target="_blank">GE Vernova turbine supply sold out through 2030 as AI demand surges</a> <font color="#6f6f6f">eciks.org</font>
gnews-ge-vernova →Jul 14, 2026
News Mention: Here’s Why GE Vernova Is a No-Brainer Buy Before July 22 Earnings - 24/7...
Here’s Why GE Vernova Is a No-Brainer Buy Before July 22 Earnings - 24/7 Wall St. <a href="https://news.google.com/rss/articles/CBMirAFBVV95cUxOc0hkZVI5ZFRoYmpTLU1jYXc4ZUxqYjRORExUUEQwbGsydzVQcTJjZ2VkS3hVazlzRjVXMzVlclNaLU92U0lfOEMyb0NDVTYyYzRETzcxTXVrUGtEZ1F3SmZZOWI4Tmk4M0thaG1Kc19UUk5pQnpqNllNa25ZMVREbjM1ekhHTUExeEtCbi1hLUZqSEhkc0I5MmI3ZnFxVEtibmRhSS04SnZpMlNX?oc=5" target="_blank">Here’s Why GE Vernova Is a No-Brainer Buy Before July 22 Earnings</a> <font color="#6f6f6f">24/7 Wall St.</font>
gnews-ge-vernova →Jul 20, 2026
News Mention: AI Data Centers Need Power, and These 2 Industrials Are Cashing In - The...
AI Data Centers Need Power, and These 2 Industrials Are Cashing In - The Globe and Mail <a href="https://news.google.com/rss/articles/CBMi4wFBVV95cUxNNlllWGFNUlFYM0ZqRl94WFcyYlFfOGJ0MUdlQV8ybUlqa1MwUW55NURTcHhrU21OZG9NQjdMeDFVelYtaUYwcnZFUzh4MHR1cTFhY1ZKanJoOEVFaVdwZ29xemR1eW1OTHpHVXVmZzQ3dS1ncXZxSlIyMk5VZTlRYnJzUEFKRWpYdHhRNmRlOEJNclgybGIwSkhrblYza3lHTWthVG02emVpaFhOeW9LSlJLU3hveFZhQXphckJLd2JqN1dzVzhlNjRlXzVpTktNWkJDdjI0RWpIRmJWYXlJX2Zvbw?oc=5" target="_blank">AI Data Centers Need Power, and These 2 Industrials Are Cashing In</a> <font color="#6f6f6f">The Globe and Mail</font>
gnews-ge-vernova →Jul 20, 2026
News Mention: AI data center boom shifts bottleneck from chips to power - MSN <a href="https://news.google.com/rss/articles/CBMi4AFBVV95cUxPX1FfWnlmNGtWNlZlck1pU1BlYTlra08xY3FWOU9VR2N4QnJlNU1ZYWRvYnMtUVZjWmJUMjhBNEF1dGFqeHhVbUVHTUVtN25GSnBZVFlWT0s1cDhGQ3RZd2ZLZ2ZfUEQ5a0RKS3lWN3k1akZJYU5VTXNUU1I2RWMxVkVGMmZkbVlqM1JuSFVaME1Mb3JtTENkY2xCVFNMNzdNQ3I0RHk1S05zSE9ndTlpS1dPR0hqSU1MS2c0aE9zVDF4YzN2QUQyOGRKTzk0QzN4ZW5GQ2lrMjRIcmk4RmFnNw?oc=5"...
AI data center boom shifts bottleneck from chips to power - MSN <a href="https://news.google.com/rss/articles/CBMi4AFBVV95cUxPX1FfWnlmNGtWNlZlck1pU1BlYTlra08xY3FWOU9VR2N4QnJlNU1ZYWRvYnMtUVZjWmJUMjhBNEF1dGFqeHhVbUVHTUVtN25GSnBZVFlWT0s1cDhGQ3RZd2ZLZ2ZfUEQ5a0RKS3lWN3k1akZJYU5VTXNUU1I2RWMxVkVGMmZkbVlqM1JuSFVaME1Mb3JtTENkY2xCVFNMNzdNQ3I0RHk1S05zSE9ndTlpS1dPR0hqSU1MS2c0aE9zVDF4YzN2QUQyOGRKTzk0QzN4ZW5GQ2lrMjRIcmk4RmFnNw?oc=5" target="_blank">AI data center boom shifts bottleneck from chips to power</a> <font color="#6f6f6f">MSN</font>
gnews-ge-vernova →Jul 20, 2026
News Mention: AI Data Centers Need Power, and These 2 Industrials Are Cashing In - inkl...
AI Data Centers Need Power, and These 2 Industrials Are Cashing In - inkl <a href="https://news.google.com/rss/articles/CBMilgFBVV95cUxNb1lqNTZBbXBtZG4xa09aMDNvenRvZTEtMFRncmVWYkg0UHlMRWtIMW5uOWxsay13RGtxSDRFQ1FtOTFBN3l6UllFT2ViZ2ltdGZHNlpQQTMtQ3BfR1ZXRzV0SWd6ZmFmOGF0a2dxUlRmVFdpYjNjbng3eWpiR3RFVW9NOEhPbHI0Z0I2aUZKMS14N2liMmc?oc=5" target="_blank">AI Data Centers Need Power, and These 2 Industrials Are Cashing In</a> <font color="#6f6f6f">inkl</font>
gnews-ge-vernova →Jul 21, 2026
News Mention: AI data center boom shifts bottleneck from chips to power - MSN <a href="https://news.google.com/rss/articles/CBMi8AFBVV95cUxOd3NDaVlDQzg3Yy1mVklPV3JvUVdlWVlialc1UlJOcnl6RUlUeWp1Uzhkclp4V2o5RE4tNzlWYkxjQjVYV2VnUi0tUDRBcEV0LXR0LXFrbktQZ1BEM2hTM2JRa20zV2doVVpCc3UtWTBJT3VqTTNXdkI0REl5b3VGSGVxZ0VESmxLSVF5R0JJM2szc3Q3QjBPZE1xTkx4MzVBbDFVUTdzVFFmemxhOE5odUFqLWgtZzNNOVoydkJMb1BjTUJRenJ4bFZxdEZ4enhzU1lKUDloNnlrX2dFSzk1OXRVOG1HNXU2RDlmY0lTSW0?oc=5"...
AI data center boom shifts bottleneck from chips to power - MSN <a href="https://news.google.com/rss/articles/CBMi8AFBVV95cUxOd3NDaVlDQzg3Yy1mVklPV3JvUVdlWVlialc1UlJOcnl6RUlUeWp1Uzhkclp4V2o5RE4tNzlWYkxjQjVYV2VnUi0tUDRBcEV0LXR0LXFrbktQZ1BEM2hTM2JRa20zV2doVVpCc3UtWTBJT3VqTTNXdkI0REl5b3VGSGVxZ0VESmxLSVF5R0JJM2szc3Q3QjBPZE1xTkx4MzVBbDFVUTdzVFFmemxhOE5odUFqLWgtZzNNOVoydkJMb1BjTUJRenJ4bFZxdEZ4enhzU1lKUDloNnlrX2dFSzk1OXRVOG1HNXU2RDlmY0lTSW0?oc=5" target="_blank">AI data center boom shifts bottleneck from chips to power</a> <font color="#6f6f6f">MSN</font>
gnews-ge-vernova →Jul 21, 2026
News Mention: GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders. -...
GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders. - Investor's Business Daily <a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxOOXBQd21rUkVFcU5tdVdqQ0pmeUh4QVhxU1lqYUJEck1HNFM4ZThpY1NFaVRKNzZyOFZGWGRzSk9xdEtfdEtFdzRGOE9zNldNZTJWWVVkOGwtWkMwTUw0Y2FnRmg4U2tWQWRHdVhOTEVkVW9ud3U3MGpnSDlXdTZKczlzbFprb1NwZ2ZlNXRpM2RYbkxULVJtZnRR?oc=5" target="_blank">GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.</a> <font color="#6f6f6f">Investor's Business Daily</font>
gnews-ge-vernova →Jul 21, 2026
News Mention: GE Vernova: The Hidden AI Play That Has Few Growth Headwinds - 24/7 Wall...
GE Vernova: The Hidden AI Play That Has Few Growth Headwinds - 24/7 Wall St. <a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxNX1kxRzRUdjN5YVVISmNEak9yYWJqSkRHeWJJY0szc2FqWFJOSzF6dGN6ZHdfeHhvWGdwREVlcHJ1R29qZ1lvV0JEWnpob01oY3FaME1keVpFbVczTUlfMDJ3MVlyWUlHd0tSTGZmQWVyWTJyVXl5TWhrZU02d3kzZGpPLWF3ZE12dmJKMmE2dlNodjNHX1JNc3c3UEJTQURUdzJURlhB?oc=5" target="_blank">GE Vernova: The Hidden AI Play That Has Few Growth Headwinds</a> <font color="#6f6f6f">24/7 Wall St.</font>
gnews-ge-vernova →Jul 22, 2026
News Mention: GE Vernova Q2 Earnings Call Highlights - TradingView <a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxQcm83ZEJHbkpDbUJ1QUt4ZWZoenluSjhQendYRUNlbFZFMUc0UmdlTEl6M2xmVF92Z0pZV0pvWFo1WFFyaFYyUXlyb2lNYzc0bS1zVGNTb3E2Ym9FSmZOdlZEbUs2VjBmNElpemtLUzNaVmFlc3FBX2Y3MndzOVZueEM4Y0JfMThZQktxS1pBVXdkclFUM3BoQTJjY0VtSlVn?oc=5" target="_blank">GE Vernova Q2 Earnings...
GE Vernova Q2 Earnings Call Highlights - TradingView <a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxQcm83ZEJHbkpDbUJ1QUt4ZWZoenluSjhQendYRUNlbFZFMUc0UmdlTEl6M2xmVF92Z0pZV0pvWFo1WFFyaFYyUXlyb2lNYzc0bS1zVGNTb3E2Ym9FSmZOdlZEbUs2VjBmNElpemtLUzNaVmFlc3FBX2Y3MndzOVZueEM4Y0JfMThZQktxS1pBVXdkclFUM3BoQTJjY0VtSlVn?oc=5" target="_blank">GE Vernova Q2 Earnings Call Highlights</a> <font color="#6f6f6f">TradingView</font>
gnews-ge-vernova →Jul 22, 2026
News Mention: GE Vernova raises gas turbine outlook as backlog reaches 116 GW - CompressorTECH² <a...
GE Vernova raises gas turbine outlook as backlog reaches 116 GW - CompressorTECH² <a href="https://news.google.com/rss/articles/CBMitwFBVV95cUxORGUyV3lhNkRBUWp4MENyalhGRkxWWHRINlVJSkVDaloxUVgya0dhcHp0d3dodTdkRkFOTG1NTjhiaHFJc0E3V01xQ3NYcnJJcFJ2RHpaVkpET3VmdDJxeU92SmpmcU1FZE9WWFNMeWZDcl8yd25kb0RvdTBqaEo2SVNER29qQWdMbHpuaFJkM2ZDTk81bUx1dkdDUmY4aHlxUkNxZkUzVlJBa0FkLXV1ZXBnd2dCQkU?oc=5" target="_blank">GE Vernova raises gas turbine outlook as backlog reaches 116 GW</a> <font color="#6f6f6f">CompressorTECH²</font>
gnews-ge-vernova →Jul 22, 2026
News Mention: Siemens Energy stock trades lower after capital increase as margin outlook and wind business...
Siemens Energy stock trades lower after capital increase as margin outlook and wind business weigh o - Ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMizgFBVV95cUxOUEhlVm9aVUlVVzlOX0FCc0pmblpEQ3FtbTZTVnFNMEdJS0V4Tm5vd2FyV0RwVzRydmpVZDNEOTlKd2s1V2cwMlQ0eHBoUWxsX04xeHg1NENhci1zcERVT1k0WTNmVHJJcVU1NFU0N3c2VXB1UTFxZHJIdGtiRnB5ZHl1b0FuVHEwUHgxMHpsNVk3UkFhMjdfb3BoVUxDdWpEcEVmcnVMNDFXMzVtV0NIckdlcUN2aHZhUUZJSG1HSkdFaXVETEw0SVk4ZDlyUQ?oc=5" target="_blank">Siemens Energy stock trades lower after capital increase as margin outlook and wind business weigh o</a> <font color="#6f6f6f">Ad-hoc-news.de</font>
gnews-siemens-energy →Jul 22, 2026
News Mention: GE Vernova Orders Surge 88% on AI Data Center Boom, but Earnings Miss Sends...
GE Vernova Orders Surge 88% on AI Data Center Boom, but Earnings Miss Sends Shares Lower - finance.biggo.com <a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE93elhZTTBiUlNqTXBmREtzSUhrbTNkcE5ZYU9HaHlCVVJNYjUzOE1hMFdPNEJtLU1KbDN6TUd5bm9lUWxVaWZidU0tYk9jdnFEanpmVk1HakFnMzhibVlTN25GbGdDd0l1VzVySF9NS2wzSWNWWWc?oc=5" target="_blank">GE Vernova Orders Surge 88% on AI Data Center Boom, but Earnings Miss Sends Shares Lower</a> <font color="#6f6f6f">finance.biggo.com</font>
gnews-ge-vernova →Jul 22, 2026
News Mention: GE Vernova shares fall as wind losses overshadow record backlog and data center demand...
GE Vernova shares fall as wind losses overshadow record backlog and data center demand - Proactive financial news <a href="https://news.google.com/rss/articles/CBMi7gFBVV95cUxOcGJwMHpzS0NTQnR6UEd1X0FVeVZhbklrZk9naGFEUmNuT21Za2UtQ1FJVEVKamJVbkQyem5wZ0d1dTJvRXhFc3F6a29KZlNqUUNTTGswclQyX0ZxN1BpWHhvTC1zTFZuSV9uVGFic1ZXbjZIOFhFcW1kaUJSMkttTm04NTFnRVB4X0hMZ2ppaGU3NENaQmYwdjdLQ01ZV0xrVDJqamtQRTBzeHlKNHB0UDE3TG9hV3diMmpuRVpCMkJpcmJCZjVYVWFUek1KS2VrNEtUUnpUbVNsWVZ1LTR2TVVfaEVUUTVrZFYyRURR?oc=5" target="_blank">GE Vernova shares fall as wind losses overshadow record backlog and data center demand</a> <font color="#6f6f6f">Proactive financial news</font>
gnews-ge-vernova →Jul 23, 2026
News Mention: GE Vernova’s AI power trade has one weak link - thestreet.com <a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxQcmVkckhHQXNFcjAwd2JJS01CamJRa3FJV1B3LWdTWW04MGtUUmRtSVBpVkxDbkxiQXhnaWFGd1ZCVkl5b2NUREIzclR4OWNFRzFwNlNKRXJKZjdNTGhvbXhsU2pCZnNWN2VzYXVYcWY2MVlkOW9LZU5OXy0wLWpaZDJYb1YzT05jUXJySA?oc=5" target="_blank">GE...
GE Vernova’s AI power trade has one weak link - thestreet.com <a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxQcmVkckhHQXNFcjAwd2JJS01CamJRa3FJV1B3LWdTWW04MGtUUmRtSVBpVkxDbkxiQXhnaWFGd1ZCVkl5b2NUREIzclR4OWNFRzFwNlNKRXJKZjdNTGhvbXhsU2pCZnNWN2VzYXVYcWY2MVlkOW9LZU5OXy0wLWpaZDJYb1YzT05jUXJySA?oc=5" target="_blank">GE Vernova’s AI power trade has one weak link</a> <font color="#6f6f6f">thestreet.com</font>
gnews-ge-vernova →Jul 23, 2026
News Mention: GE Vernova Q2 Earnings Call Highlights Bigger Capacity Push - TradingView <a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxPaXlhLWR4amswcVBlc1dKOV9fWXVKaGhmVjVGVnBnLVRjWkNOUnJCRkdMQ0N6T243QkF3aDd0YkR4UmJ2S2pIWE1NVHZ5ZVQ0eGNiYzJmc0FZcGFGZktrLXF5Qm5YTU5zbnJ5VHJqTkhWYzhiaXJPMmNwcTR6T21YNXpNZjZmVkljQXdvbEpHS25OMkswel9UUFRLUkdsOVBYRWF3c0VJWm1YbFprZXB0cjVUX3pTUQ?oc=5" target="_blank">GE...
GE Vernova Q2 Earnings Call Highlights Bigger Capacity Push - TradingView <a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxPaXlhLWR4amswcVBlc1dKOV9fWXVKaGhmVjVGVnBnLVRjWkNOUnJCRkdMQ0N6T243QkF3aDd0YkR4UmJ2S2pIWE1NVHZ5ZVQ0eGNiYzJmc0FZcGFGZktrLXF5Qm5YTU5zbnJ5VHJqTkhWYzhiaXJPMmNwcTR6T21YNXpNZjZmVkljQXdvbEpHS25OMkswel9UUFRLUkdsOVBYRWF3c0VJWm1YbFprZXB0cjVUX3pTUQ?oc=5" target="_blank">GE Vernova Q2 Earnings Call Highlights Bigger Capacity Push</a> <font color="#6f6f6f">TradingView</font>
gnews-ge-vernova →Jul 23, 2026
News Mention: GE Vernova Backlog Reaches $176 Billion As Power And Electrification Demand Accelerates - Pulse...
GE Vernova Backlog Reaches $176 Billion As Power And Electrification Demand Accelerates - Pulse 2.0 <a href="https://news.google.com/rss/articles/CBMiqgFBVV95cUxNRkVId0tlMm5BV3pwU2tOekJwclAtNERJYXYzRHZOTjltelAxNU5walhmWFBjcTZyX3ZaSVZoWGFoRVVCdlJhVGxEMDk2MDJRMDQ5RDZzbXZPaU9GVmZEeV9nak1vYi02M3I2YWpTQkFvbUlLa2lTb0V2SENLdWlJNU1HZ08tMmhqYUplWlRsMXA1ajNwRDNpcS13TElIRkhBcE14SFBWQVdZd9IBrwFBVV95cUxOWGczYko3TllrUkRTQ2k5MF9mcWZLamVZa3dTSzJXMWtYNVhCZ0NoMTFYOEVOSmQyUi1pMGlhRER3Njd0WmN0WC15b2ZlS3ZFOGlFa2ZxYjRfQUdkX2JNU2ktVFE1emNTVGpCQWg4QXJ5dEEtQlhjV3hMVERENG5OelJneXk0NExjSlZyekpWcHRYVTlVRjhxbUJvR0VOSG9JY2hfLTFRN3pWSmFlWHRR?oc=5" target="_blank">GE Vernova Backlog Reaches $176 Billion As Power And Electr
gnews-ge-vernova →Jul 23, 2026
News Mention: GE Vernova gas turbine backlog climbs to 116 GW - Utility Dive <a href="https://news.google.com/rss/articles/CBMikgFBVV95cUxPUXZJZi1pc0ZMLVN5Rkw2ME9TdDRuZmVfcGdHLVlMV3BMTWxMS1VJVXJoLXZWTFF5dHZGOUp6QTBrTFk5anJfZms5UmRPaHhnMDhDNkNtQ1d5YlBtdjBZQ0J0cENKeEFaeGQwSFRPNTh5ZjNBdFhpMzJNSzdnV180bkJ5WGFCZlZtbnhGaVp0RnVudw?oc=5"...
GE Vernova gas turbine backlog climbs to 116 GW - Utility Dive <a href="https://news.google.com/rss/articles/CBMikgFBVV95cUxPUXZJZi1pc0ZMLVN5Rkw2ME9TdDRuZmVfcGdHLVlMV3BMTWxMS1VJVXJoLXZWTFF5dHZGOUp6QTBrTFk5anJfZms5UmRPaHhnMDhDNkNtQ1d5YlBtdjBZQ0J0cENKeEFaeGQwSFRPNTh5ZjNBdFhpMzJNSzdnV180bkJ5WGFCZlZtbnhGaVp0RnVudw?oc=5" target="_blank">GE Vernova gas turbine backlog climbs to 116 GW</a> <font color="#6f6f6f">Utility Dive</font>
gnews-ge-vernova →Jul 24, 2026
News Mention: Backlog Mania: Stocks to Watch This Earnings Season - AOL.com <a href="https://news.google.com/rss/articles/CBMihgFBVV95cUxPdERqNmtSMWhXNW5NSHdtZ2VBWWVGbkJkZXAzdHpKNTBVNm5OYk9oV2U1SlZPTXF1OEkzRE5JNUstM3l5YmlNLXZ6el9kYTVYWE1PNHk3NFpyaE1JVk1RUzA5N3Y4em9qLTBCd05MX3Z4VUtTaTNvUGUxQXFvbEFsMVVHMXQ1Zw?oc=5" target="_blank">Backlog Mania:...
Backlog Mania: Stocks to Watch This Earnings Season - AOL.com <a href="https://news.google.com/rss/articles/CBMihgFBVV95cUxPdERqNmtSMWhXNW5NSHdtZ2VBWWVGbkJkZXAzdHpKNTBVNm5OYk9oV2U1SlZPTXF1OEkzRE5JNUstM3l5YmlNLXZ6el9kYTVYWE1PNHk3NFpyaE1JVk1RUzA5N3Y4em9qLTBCd05MX3Z4VUtTaTNvUGUxQXFvbEFsMVVHMXQ1Zw?oc=5" target="_blank">Backlog Mania: Stocks to Watch This Earnings Season</a> <font color="#6f6f6f">AOL.com</font>
gnews-ge-vernova →Jul 25, 2026
News Mention: Siemens Energy stock holds gains as turnaround plan and stronger earnings reshape risk profile...
Siemens Energy stock holds gains as turnaround plan and stronger earnings reshape risk profile - AD HOC NEWS <a href="https://news.google.com/rss/articles/CBMizAFBVV95cUxQeExFSjZQQV9mVnVDajUybi1NMWo5RFdvMTZlSFptdVprWmwwa3hKUjF5VkZpRUdIQTNTamIwaUtoMlo4emJHYWxBRnc1cGM5QjZVZjBnbVJ3YjBfaUNkSkw3Q2VpZkw4WWxWU01Fc0ZhVHhZRXZMYmFTd3JMbTl2WEZPUkU1ZzNDY2hRZ3RObm1jckoybjkwWUdQREZtY3pWbUJPX09RTFVEZ2ZuSV84TExhV3Q5VHJrc0JzZnV5NDJ6MDZVQmJMTllJZG0?oc=5" target="_blank">Siemens Energy stock holds gains as turnaround plan and stronger earnings reshape risk profile</a> <font color="#6f6f6f">AD HOC NEWS</font>
gnews-siemens-energy →Jul 25, 2026
News Mention: GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss...
GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMilAFBVV95cUxQd1lyclpzZE1uajNZUzFVdy1VZzBNWGE0Y29jSVEzbUNuVTM4bkhkTFpWNXhUcUtfQ2tQWlFEMzFQdXVxaXpyaXZ4NUJwV0cxcUVOLUJmeko4c0RITkRHdkNVRXZ3ekVyRTE1WFJXTmEzQ2g3QWZsVmJDVlpVSWl5X0xUTFNjcFo2LXAxWHR2Y0NjNDcx?oc=5" target="_blank">GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-ge-vernova →Jul 28, 2026
News Mention: TVA must order gas turbines seven years ahead as data centers compete - Chattanooga...
TVA must order gas turbines seven years ahead as data centers compete - Chattanooga Times Free Press <a href="https://news.google.com/rss/articles/CBMingFBVV95cUxOM29JRUQtUEVWYmltcTEwbkF3SkxpZHdBWGdtbWJocE43emJra2Fvcl85VWlPbXg0cWt3TXBDSlVGNmNEMFIyRmVCTmdiWVJ2WVpfYTBTREp6TjZkelVRNTRlUzNaZ0ZxNi1jcWYtRkx4UnR6TF9aR3hNRllGTXUwbUVPSWN1VFlJN0pqM1R2Qmw5VWxDZmcxQk52RXNCZw?oc=5" target="_blank">TVA must order gas turbines seven years ahead as data centers compete</a> <font color="#6f6f6f">Chattanooga Times Free Press</font>
gnews-ge-vernova →
Milestones merged from 0 curated events, 0 verified facts (with observed dates), and 50 business signals from the last 24 months. Deduped by date + label; curated entries take precedence.
← Back to Datacenter Gas-Turbine Supply Crunch