They speak of demand, these gentlemen in their towers. Demand for electricity, soaring like a hawk over a barren field. The International Energy Agency predicts growth, over 3.5% annually. Numbers. They mean little to the man sweating in the server room, but everything to those who profit from his toil. GE Vernova, they say, is positioned to benefit. A massive fleet of turbines, grids… the infrastructure of a hungry beast. Let us look beyond the pronouncements.
GE Vernova (GEV +0.82%) doesn’t simply supply power; it supplies the means for others to extract wealth. A pragmatic consideration, for a portfolio. The company’s backlog swells, driven by these “hyperscalers”—the new landlords of our digital lives. They consume, and GE Vernova provides the fuel. Over $2 billion in electrification orders for data centers in 2025, a threefold increase. A testament not to innovation, but to insatiable appetite.
The Weight of Orders
These hyperscalers, these architects of the cloud, demand reliability. Baseload power, they call it. And what delivers baseload? Gas turbines. GE Vernova logs 24 gigawatts of new gas contracts. A tidy sum. The backlog swells to 83 gigawatts, up from 62. Each gigawatt represents a further entanglement in the fossil fuel web, a necessary evil, they will claim. The numbers climb, and the price of progress is paid by those who breathe the exhaust.
The system rewards those who anticipate need, not those who alleviate suffering. The White House, through its councils, and the governors, agree on principles. A one-time auction to secure power. The tech giants will bid, for 15-year contracts. They will pay a premium, naturally. The utility providers, Constellation Energy, Vistra, will benefit. But the burden, ultimately, falls on the consumer, softened by the promise of progress. They want the hyperscalers to foot the bill, a clever maneuver. GE Vernova stands to gain, providing the tools for this digital expansion. They are motivated, expanding capacity, aiming for 20 gigawatts of annual production by 2026. A relentless march forward.
The Long Game
GE Vernova has its fingers in a quarter of the world’s electricity generation. An installed base, they call it. A web of dependence. This isn’t merely about equipment; it’s about long-term service agreements. Maintenance, repairs, upgrades. A steady stream of revenue, extracted from the ongoing operation of the machine. Demand for data center electricity will boom, they predict. And GE Vernova will be there, to meet it. A predictable cycle of need and fulfillment. A solid, if uninspiring, investment.
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2026-02-25 17:32