As of late 2025, GE Vernova's backlog is $135 billion, and it expects it could grow to$200 billion by 2028 . In its gas turbine segment alone, the pipeline of signed orders and slot reservations is approaching 70 GW, showing robust demand for future services.GE Vernova is a strong pure play on rising U.S. energy demand. As data center buildout continues, high demand for its efficient gas turbines is surging. That's because one of the primary obstacles for hyperscalers is energy and the time it takes to exp ...