GE Vernova’s AI data center-related orders surpassed $5 billion in the first half of 2025, more than doubling the total booked across the entire prior year. In Q1 alone, data center equipment orders hit $2.4 billion, a figure that already exceeds what the segment generated for the entirety of 2025. Total electrification orders for the quarter reached $7.1 billion, doubling year-over-year. The company’s total backlog swelled to a record $163 billion, representing years of locked-in future revenue with delivery timelines stretching through 2030. GE Vernova’s stock jumped approximately 14% after the earnings release.
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