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The Power Grid — Power, Cooling & Construction · AI Chain

GEV

GE Vernova
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Heavy-frame gas turbines — the AI power backbone

What they do

Maker of the giant H-class gas turbines that power new AI data center plants . $2.4 billion in data-center electrification orders in Q1 2026 alone — more than all of 2025 combined. Backlog $163 billion and growing. Order book sold out into 2030.