Energy & Utilities
GE Vernova
A power generation and grid equipment manufacturer whose heavy-duty gas turbines are sold out through 2030-2031 amid surging AI data center demand, with Q1 2026 total orders up 71% year-over-year to $18.3 billion and electrification-segment data center equipment orders alone reaching a record $2.4 billion, exceeding all of 2025's total. Gas turbine pricing has risen up to 300% over three years as AI and data center load now makes up roughly 20% of GE Vernova's gas turbine backlog.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
Department of Defense — $3,342,492: ZENITH PHASE 2,THE PRIMARY GOALS OF THE ZENITH PROGRAM ARE TO DESIGN, BUILD AND PROVE GROUND-BASED, TILTABLE, SCALABLE, DAMAGE-RESILIENT LIQUID MIRRORS TO SUPPORT FUTURE GROUND AND SPACE SYSTEMS.
USAspending.gov · Nov 20, 2024
Department of Defense — $1,312,544: EXPERIMENTALLY VALIDATED CO-ELECTROLYSIS MODEL DEVELOPMENT FOR SYNTHETIC FUEL PRODUCTION
USAspending.gov · May 2, 2024
Department of Defense — $787,947: IGF::OT::IGF SERVICE AND MAINTENANCE FOR WIND TURBINE II AT THE MASSACHUSETTS MILITARY RESERVATION (MMR), MA
USAspending.gov · Jul 17, 2013
Department of the Interior — $648,883: RENEWAL SOFTWAREE LICENSE FOR IFIX GLOBAL SUPPORT - BASE AND 4 OPTION YEARS
USAspending.gov · Jun 16, 2023
Department of Defense — $227,764: BOREWORM (BURIED ORDNANCE ACCESS THROUGH WORMLIKE ROBOTIC MACHINE) EUROPEAN COMMAND DEMO
USAspending.gov · Jan 16, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 79% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — GE Vernova Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- CNBC — GE Vernova Q1 2026 orders surge 71% to $18.3B on AI data center demand78% source confidence
- 24/7 Wall St. — Microsoft orders seven GE Vernova turbines for 2.7GW Texas data center74% source confidence
- GE Vernova newsroom / Foreign Policy Journal — GE Vernova opens expanded research campus as stock surges 62% YTD into Q2 2026 earnings68% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What GE Vernova depends on below, and who depends on GE Vernova above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
GE Vernova's Timeline
A sourced, dated history of GE Vernova's key moments — founding to present.
Jan 2024 · Spun off from General Electric
GE Vernova was spun off from General Electric as an independent power generation and grid equipment company.
2026-Q1 · Orders surge 71% on AI data center demand
GE Vernova reported Q1 2026 total orders up 71% year-over-year to $18.3 billion, with electrification-segment data center equipment orders alone reaching a record $2.4 billion, already exceeding all of 2025's total.
Jul 2026 · Opens expanded Advanced Research Center; stock up ~62% YTD ahead of Q2 earnings
GE Vernova hosted the grand opening of its expanded Advanced Research Center Frontier Campus in Niskayuna, New York on July 16, 2026, part of a $110 million-plus investment with New York State creating 75 new research positions; the stock had surged roughly 62% year-to-date heading into its July 22, 2026 Q2 earnings report, with consensus estimates projecting about $10.7 billion in revenue (up 18% year-over-year) and $3.23 EPS (up 74%).