GE Vernova

Recent news

• Jun 17, 2026

  GE Vernova Highlights More Generation, Carbon Reductions, New Technologies in Sustainability Report

  GE Vernova released its 2025 Sustainability Report on June 17, 2026, highlighting new generation capacity, emissions reductions, and progress on SMRs, CCS, DAC, and fuels innovation.

  • Main announcement: GE Vernova reports 26 GW of new power generation capacity brought online in 2025 (approximately the capacity of Louisiana), with that new capacity having ~31% lower carbon intensity than the global average grid, 47% of new capacity deployed in developing and emerging economies, and a 64% reduction in Scope 1 and 2 operational emissions since 2019. The report also details breakthrough projects: the first licensed SMR construction at Ontario Power Generation’s Darlington site (April 2025 license), construction start on Net Zero Teesside (NZT) Power in the UK (expected >740 MW lower-carbon output), and an operational 10‑ton‑per‑year DAC pilot in Niskayuna, New York (with planned deployment to Deep Sky Alpha in Alberta).

  • Background and implementation details: GE Vernova is supplying the full power island for the Teesside project (including a 9HA.02 turbine, STF-D650 steam turbine, W88 generator, and triple HRSG) and will provide an EGR system; the Teesside carbon capture system will use Technip Energies’ Canopy by T.EN solution with Shell Cansolv capture technology. The report launched an Electrification Impact Tracker on GE Vernova’s sustainability website (metrics to be updated roughly quarterly). The GE Vernova Foundation distributed $12.8 million in family giving and $800,000 in disaster relief in 2025.

• Jun 4, 2026

  Replacing Diesel in AI-Scale Data Centers: Gas Engines, Turbines, and Steam

  This article analyzes a sector-wide shift: data center operators are moving from diesel backup toward natural gas reciprocating engines, gas turbines, and packaged-boiler-fed steam turbines.

  • Main action: Data centers and AI campuses are substituting diesel with on-site natural gas engines and turbines (and, where gas-turbine lead times are long, packaged boilers feeding steam turbines). Key, verifiable project details: 15 Wärtsilä Energy 18V50SG engines to supply nearly 300 MW at an Ohio project; Caterpillar received a 2 GW order from American Intelligence & Power Corp. for the Monarch Compute Campus (West Virginia) using Cat G3516 fast-response gas generator sets, with the 2,250-acre site potentially adding up to 6 GW more; mobile turbine units (e.g., Dynamis trailer-mounted 8–70 MW units; DT24 = 24 MW at 13.8 kV) and Certarus CNG logistics are being used as interim solutions, with Certarus supplying over 120 MW now and an additional 135 MW project slated to start in 2027.
  • Background and implementation details:Gas-turbine lead times have lengthened (reports of delivery pushed to the end of the decade for some large models), prompting use of mobile turbines and packaged boilers; Rentech notes packaged boiler lead times of ~1 year and states packaged boilers can feed steam turbines at efficiencies comparable to gas turbines during peak hours. The Oracle/OpenAI Stargate Abilene project uses a mix of GE Vernova LM2500XPRESS and Solar Turbines Titan 350 units and could consume as much as 1.2 GW. Analyst Shen Wang (Omdia) projects ~60 GW of new AI data center power capacity per year by 2030. The article is an analytical sector overview rather than a single-entity press announcement.
• May 27, 2026

  Service Engineer

  GE Renewable Energy has posted a job opening for a Service Engineer (IT Infra and Cyber Security) based in NOIDA, UTTAR PRADESH, INDIA.

  • Role & Application: The position is Full time; requires Degree in Computer Science or equivalent, located in NOIDA, Uttar Pradesh, India, and applicants should apply via the GE Vernova careers link: https://careers.gevernova.com/service-engineer-it-infra-and-cyber-security/job/R5042818.
  • Responsibilities & Requirements: The role covers System Admin and Cyber Security Engineer duties across core infrastructure (network, security, virtualization, patching, monitoring, backups), operating and maintaining security tools (vulnerability and compliance scans), adherence to ISO9001 and ISO27001, and expects willingness to travel and fluent English.
• May 19, 2026

  SK Innovation begins construction on LNG-fired power plant in Vietnam

  SK Innovation has begun construction of a 1.5GW LNG-fired combined-cycle power plant as part of the $2.3bn Quynh Lap LNG Project in Vietnam.

  • Main announcement: SK Innovation has started construction of a 1.5GW LNG-fired combined-cycle power plant and an LNG terminal at the Quynh Lap Project in Nghe An Province, Vietnam, a $2.3bn project developed in partnership with PetroVietnam Power (PV Power) and NASU; the project is targeted to commence commercial operations by the end of 2030 and held a groundbreaking ceremony attended by more than 300 government and industry representatives including Choo Hyeong-Wook and Vietnam Deputy Prime Minister Le Tien Chau.
  • Background and implementation details: In March 2026, GE Vernova was contracted by PV Power to supply 9HA.02 gas turbines and H78 generators for the combined-cycle plant; the initiative implements SK Group’s Specialised Energy-Industry Cluster model and is intended to provide reliable power for nearby high-tech industrial areas and support the development of AI data centres and related infrastructure.
• May 15, 2026

  AI Data Centers Are Driving Nuclear's Next Commercial Test

  NANO Nuclear signed a non-binding MOU with Supermicro on May 6 to explore integrating microreactors with Supermicro’s AI servers and data center platforms.

  • Main announcement: The May 6 non-binding MOU between NANO Nuclear and Supermicro will explore dedicated on-site nuclear power for data centers, including integration of Supermicro AI racks and cooling with NANO’s KRONOS MMR, joint go-to-market strategies for hyperscale and enterprise customers, and a self-powered, grid-independent AI infrastructure model. The agreement is explicitly exploratory and is not a PPA, financing, construction start, or NRC license.
  • Related developments & context: Multiple parallel actions include Terrestrial Energy–Riot Platforms MOU to evaluate deployments of IMSR units (possible multiple 390 MW units and up to 4 GW across candidate sites in Texas and Kentucky), X-energy’s IPO (~$1 billion raised via 44.3M shares at $23 each), and Blue Energy–GE Vernova’s 2.5 GW gas-plus-nuclear strategy (FID target 2027, gas turbines targeted for 2029 delivery). Constellation’s Crane restart is backed by a 20‑year Microsoft agreement and is contingent on regulatory/interconnection decisions potentially decided in June or July.
• May 15, 2026

  Battery Storage Gains Ground as Data Centers Seek Diesel Alternatives

  Caterpillar has reached an agreement to supply American Intelligence & Power Corporation (AIP) with Cat G3516 fast-response natural gas generator sets for AIP’s Monarch Compute Campus near Point Pleasant, West Virginia.

  • Main announcement: Caterpillar will supply Cat G3516 fast-response natural gas generator sets to AIP’s Monarch Compute Campus, with deliveries scheduled this year and a campus power target of 2 GW in 2027; BESS will augment the system to handle extreme AI transients.
  • Context and additional details:MarketsandMarkets projects the global BESS market to grow from $50.81 billion in 2025 to $105.96 billion by 2030; BloombergNEF reports 112 GW of annual energy storage additions in 2025. The article notes Oracle adding BESS at multiple data centers, Aligned Data Centers funded and gifted a BESS facility to a local utility (data center access up to four hours on weekdays during outages), and Baker Hughes supplying 16 NovaLT gas turbines to Frontier Infrastructure combined with BESS and synchronous condensers. Synchronous condenser and power-electronics suppliers named include Siemens Energy, Eaton, and GE Vernova, with hybrid examples such as the Shannonbridge project in Ireland (70 MW BESS with a synchronous condenser).
• May 14, 2026

  Land and Expand: NVIDIA, IREN, Coatue, Microsoft, Switch, Cerebras, Core Scientific

  NVIDIA announced two major partnerships to accelerate industrial-scale AI infrastructure deployment with IREN and Corning Incorporated.

  • Main announcement: NVIDIA partnered with IREN to target deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure (focus on IREN’s 2-gigawatt Sweetwater campus in Texas) and separately partnered with Corning Incorporated to expand U.S. optical connectivity manufacturing (10x optical connectivity capacity increase; >50% domestic fiber production increase; construction of three new advanced manufacturing facilities in North Carolina and Texas). The IREN deal includes a five-year right for IREN to sell NVIDIA up to 30 million ordinary shares at $70 per share (potential consideration up to $2.1 billion).
  • Background and details: The article details additional industry moves into powered land, gigawatt campuses, crypto-to-AI conversions, and domestic supply-chain expansion, including Coatue/Next Frontier & Fluidstack’s 430 MW Indiana campus backed by $5.7 billion in senior secured notes (first 65 MW online by July 2027), Digi Power X’s 10-year MSA with Cerebras for a 40 MW Columbiana, AL campus (initial contract ~$1.1 billion, potential $2.5 billion, Phase 1 ready-for-service targeted Dec. 15, 2026), CloudBurst’s Texas campus ($14.5 billion investment; 1.2 GW planned), and Core Scientific’s acquisitions and campus expansions (e.g., $421 million cash acquisition of Polaris DS LLC; Muskogee and Pecos expansions to ~1.5 GW gross power).
• Apr 24, 2026

  Siemens Energy raises outlook as demand for power equipment soars

  Siemens Energy has raised its 2026 sales and profit guidance, citing strong demand from data centres and grid equipment.

  • Main announcement: Siemens Energy now expects sales to grow by 14-16% (up from 11-13%) and forecasts profit margin before special items of 10-12% (up from 9-11%); the company cited “positive business development” and strong market demand. The company released preliminary Q2 results showing sales of 10.3 billion euros (up 8.9%) and profit before special items of 1.16 billion euros (up 28%).
  • Background and details: The company’s Frankfurt-listed shares rose 6.6% (trading higher at 1640 GMT) and its market value reached around 158 billion euros (~$185 billion). The report was a preliminary release ahead of official publication on May 12. The group’s wind division Siemens Gamesa narrowed its quarterly operating loss to 44 million euros (from a 249 million euro loss a year earlier).
• Apr 24, 2026 · IT Brief Asia

  GE Vernova lifts guidance as orders & profit surge

  GE Vernova has announced stronger first-quarter results and raised its full-year 2026 guidance.

  • Main announcement:GE Vernova reported Q1 orders of USD $18.3 billion, revenue of USD $9.3 billion, net income of USD $4.7 billion (including a USD $4.5 billion pre-tax gain), and raised 2026 guidance to USD $44.5B–$45.5B revenue and USD $6.5B–$7.5B free cash flow. The company completed the Prolec GE acquisition for about USD $5.3 billion in cash and noted backlog growth of USD $13.0 billion quarter-over-quarter to USD $163 billion.
  • Additional details / context:Power orders were USD $10.0 billion and Power revenue USD $5.0 billion; GE Vernova signed 21 GW of new gas equipment contracts (19 GW slot reservations, 2 GW orders), and now expects at least 110 GW of combined gas turbine backlog and slot reservations by year-end 2026. The Electrification segment booked USD $2.4 billion of equipment orders tied to data centres; Electrification equipment backlog reached USD $38.6 billion (including USD $5 billion from Prolec GE). Other reported cash actions: cash balance USD $10.2 billion, share repurchases ~1.8 million shares for USD $1.3 billion, dividend USD $0.50 per share, issuance of USD $2.6 billion senior notes, and USD $0.4 billion capex.
• Apr 23, 2026

  How Corporate Energy Buyers Are Reshaping the U.S. Grid: CEBA CEO Rich Powell on Data Centers, Nuclear, and Permitting Reform

  The Corporate Energy Buyers Association (CEBA) CEO Rich Powell described how corporate energy buyers are reshaping the U.S. grid and urged federal permitting and transmission planning reform.

  • Main announcement/action: CEBA says corporate buyers have announced 143.8 GW of clean energy deals in the U.S. since 2014 and contracted a record 27 GW in 2025 (with ~17 GW in Q1 2026 reported by S&P Global), and CEBA members are committing to cost-allocation measures (e.g., the Ratepayer Protection Pledge) to cover the costs to serve new loads while supporting grid upgrades.
  • Background and additional details: CEBA members procured about 20 GW of solar and 5 GW of nuclear in 2025; the membership is technology-agnostic (“If it’s carbon emissions free, we like it”); Powell pressed for federal permitting reform and transmission planning codified into law so permits cannot be unduly rescinded; listed technologies include restarts, license renewals, uprates, SMRs and advanced reactors (X-energy, Kairos, TerraPower, Oklo), and new deal structures collapsing physical and virtual PPAs into hybrid firm-capacity-plus-attribute arrangements.
• Apr 20, 2026

  BYOP Moves to the Center of Data Center Strategy

  Data Center Frontier analyzes the growing adoption of “bring your own power” (BYOP) strategies by data center developers and hyperscalers.

  • Main finding: BYOP (onsite natural gas, modular fuel cells, co-located plants, and future advanced nuclear) is being adopted to accelerate energization, reduce grid-related costs, and close the time-to-power gap; modeling from Camus, Encoord, and Princeton’s ZERO Lab suggests a 500 MW data center using a hybrid approach could reach full operation 3–5 years faster and reduce grid-related costs by roughly $78 million per GW.
  • Context and examples: Live projects and corporate moves illustrate implementation: Crusoe + Engine No. 1 JV expected to draw on roughly 4.5 GW; Crusoe ordered 29 LM2500XPRESS units (~1 GW); Meta El Paso includes 366 MW behind-the-meter gas; xAI received approval for 41 turbines (1.2 GW) in Mississippi. The article documents permitting, equipment orders, turbine backlog pressures (GE Vernova ~80 GW backlog), and regulatory/community scrutiny (El Paso, Memphis/Southaven, PJM).
• Apr 9, 2026

  From Reactor Designs to Real Projects: SMRs Enter the Execution Era as AI Power Demand Accelerates

  Data Center Frontier reports that the SMR story in early 2026 has moved from reactor design discussion to concrete industrial execution focused on permits, fuel, supply chains, financing, and customer traction.

  • Main announcement / action: Through Q1 2026 (notably March), multiple vendors advanced from partnership announcements to tangible progress: TerraPower secured an NRC construction permit for Natrium; Holtec had its LWA docketed for two SMR-300 units at Palisades and is pursuing preliminary construction and a partnership with Hyundai Engineering & Construction (aiming at up to 10 GW in North America); X-energy confidentially filed for an IPO (Reuters, March 20) and signed MOUs with Talen Energy (evaluating multiple four-unit Xe-100 deployments) and IHI to strengthen U.S.-Japan supply chains.
  • Background and other details: Vendors are addressing three execution constraints: regulatory progress, manufacturing and fuel ecosystems (e.g., NuScale expanded its Framatome fuel partnership and planned U.S. production at Richland; Oklo and Centrus plan HALEU-related joint activities at Piketon, Ohio; Kairos secured a HALEU contract with DOE), and customer alignment (growing emphasis on industrial users, utilities, and data-center-driven load). Additional milestones: GE Hitachi advanced BWRX-300 deployment work (Step 2 UK GDA, MoUs in Southeast Asia and Poland) and Rolls-Royce SMR received a UK Justification Decision and partnered on supply-chain and control-systems work.
• Apr 1, 2026

  Full Throttle: Five Trends Reshaping the Gas Power Boom

  POWER magazine (Sonal Patel) reports that natural gas power is undergoing the largest buildout in a generation, driven primarily by rapid data center electricity demand and new buyer models.

  • Main announcement/action: The article documents an industry-scale buildout where data-center-driven load is accelerating new gas capacity procurement and financing: ERCOT carries ~230 GW of new load requests (70% data center driven); NextEra Energy plans to invest $90–$100 billion over the next six years and develop 15–30 GW of new generation for U.S. data centers by 2035 (with >20 GW gas-fired); Xcel Energy plans a $60 billion capital program for 2026–2030. The piece cites concrete contract examples: Babcock & Wilcox received a $2.4 billion design-build contract with Base Electron for 1.2 GW (option for another 1.2 GW); Atlas Energy Solutions signed an $840 million framework with Caterpillar to secure ~1.4 GW of behind-the-meter assets through 2029.
  • Background and details: The article details OEM backlogs and pricing (e.g., GE Vernova 83 GW under firm order/slot reservation targeting 100 GW by end-2026; Siemens Energy 80 GW commitments; Baker Hughes $2.5 billion in power systems orders in 2025), merchant and utility business-model shifts (Vistra and NRG acquisitions and project pipelines), and geopolitical supply risk: Teneo analysis warns a two-week Strait of Hormuz disruption could raise Asian/European gas prices 10%–20%, with longer disruptions spiking prices far higher. Implementation timelines and deal statuses are given (e.g., Vistra/Cogentrix closing mid-2026; NRG long-term agreements through 2032).
• Apr 1, 2026

  Emerald AI Raises $25 Million to Align Data Center Energy Use with Grid Capacity

  Emerald AI has announced it has raised $25 million in a strategic expansion round to scale its software for data centers to align energy use with grid capacity.

  • Funding & purpose: Emerald AI raised $25 million in a strategic expansion round led by Energy Impact Partners (EIP) with participation from Amplo, Eaton, GE Vernova, IQT, Lowercarbon Capital, NVentures (NVIDIA’s venture arm), Radical Ventures, Salesforce Ventures, Samsung Ventures, and Siemens; proceeds are aimed at scaling the company’s solutions (Emerald AI Conductor) to enable data centers to act as flexible grid resources and reduce consumption during grid strain.
  • Background & strategic partners: Emerald AI was launched in 2024; the article notes the AI industry is seeking to bring nearly 50GW of data centers online in the U.S. over the next three years. Emerald also announced a strategic advisory board including NVIDIA, Salesforce Ventures, National Grid and investor/partner members such as Eaton, GE Vernova, IQT, Samsung Ventures, and Siemens.