GE Vernova

May 8, 2026

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IREN Stacks Power, GPUs, and Cloud Ops Before the Queue Fills

GE Vernova and Blue Energy are pairing 7HA.02 gas turbines with BWRX-300 SMRs for a 2.5 GW Texas hybrid plant, with FID targeted for 2027.

May 6, 2026

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Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.

Meanwhile, Bloom Energy posted Q1 2026 revenue of $751 million (up 130% YoY) on the back of Oracle's expanded 2.8 GW fuel-cell PPA, and Blue Energy and GE Vernova announced a 2.5 GW gas-plus-nuclear project in Texas pairing two 7HA.02 turbines (2029 energization) with the BWRX-300 SMR.

May 5, 2026

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Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

GE Vernova booked $2.4 billion in Q1 2026 datacenter electrification orders, exceeding all of 2025.

April 30, 2026

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Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029

NRG has sourced 5.4 GW of gas turbines and locked Kiewit for construction because planning horizons collapsed from a decade to 12-18 months, while GE Vernova's 80 GW gas turbine backlog stretches into 2029 and combined-cycle capacity costs jumped 66% to $2,157/kW since 2023.

April 20, 2026

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Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW

Crusoe's 29-unit GE Vernova aeroderivative order (nearly 1 GW), Meta's 366 MW behind-the-meter build at El Paso, and xAI's 1.2 GW Mississippi turbine approval show hyperscalers are no longer waiting on interconnection queues.

April 12, 2026

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400 Projects, Two Unanswered Questions, One Legislative Clock

Chevron is partnering with Engine No. 1 and GE Vernova on similar "power foundry" campuses elsewhere.

March 20, 2026

GE Vernova's gas turbine backlog surged from 62 GW to 83 GW, with datacenter-related Electrification segment orders exceeding $2 billion in 2025, according to a Zacks analysis.

February 26, 2026

GE Vernova's LM6000, Mitsubishi Power's FT8 MOBILEPAC, and ProEnergy's retrofitted CF6-80C2 cores are all competing for a market where trailerized gas turbines deliver megawatts in weeks rather than years, and the real question is whether Texas air quality regulators and local governments can keep pace with mobile gas generation arriving faster than permitting frameworks anticipated.

February 19, 2026

ExxonMobil and NextEra are building a 1.2 GW dedicated gas plant; Chevron partnered with GE Vernova on gas-fired datacenter supply.

February 10, 2026

Xcel Energy reserved five GE Vernova F-class gas turbines and multi-GW wind capacity slots, while signing an MOU with NextEra to co-develop generation for large loads including datacenters.

February 7, 2026

Separately, Xcel Energy locked in five GE Vernova F-class gas turbines and multi-GW wind capacity from NextEra to backstop a 6 GW datacenter load outlook across its territories, including Texas Panhandle operations.