GE Vernova's gas equipment orders quadrupled last quarter as AI power demand outruns supply

SentiSense · Published Sep 1, 2026, 10:45 PM ET · Updated Sep 2, 2026, 10:13 AM ET

GE Vernova reported second-quarter gas equipment orders up fourfold year over year and a backlog of $176 billion, the clearest single read yet on how ...