Gas power factory output is scheduled to jump from about 3 gigawatts per quarter to 5 gigawatts per quarter starting in Q3 2026.
GE Vernova's new MV-UPS stability block product could generate data-center orders before solid-state transformer orders.
First 5 MW solid-state transformer prototype will be delivered to a hyperscaler later in 2026, with testing before potential future orders.
Electrification 2026 revenue guidance was raised to $14.5 billion-$15 billion on accelerated capacity output and better Prolec revenue.
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