GE Vernova: The Hidden AI Play That Has Few Growth Headwinds
GE Vernova logged $2.4B in data center orders last quarter, pushing gas turbine backlog to 100 GW. Polymarket traders give 75% odds Q2 orders will top $18B, confirming hyperscaler demand. The company targets 110+ GW by year-end, with turbine capacity sold out through 2027.
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