GE Vernova

July 12, 2026

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North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.

Engine No. 1 locked in four gigawatts of GE Vernova turbines two years ago, before the turbine crunch hit.

July 7, 2026

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The Permian Gets Texas's First 765 kV Backbone, and CREZ Wrote the Playbook

NRG closed a $12 billion LS Power acquisition (roughly 13 GW of gas) and reserved 5.4 GW of GE Vernova turbines through 2032.

July 3, 2026

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Shared Interconnection Buys Speed. Disciplined Developers Already Underwrite the Curtailment.

Wärtsilä's 790 MW off-grid Texas project and GE Vernova's gas-turbine approach chase the same certainty.

July 2, 2026

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FERC Orders Six Grid Operators to Defend the Rules or Rewrite Them

Joulent's flagship Project Kilby, a 2.67 GW natural gas campus in Reeves County, will supply a Microsoft-operated campus under a 20-year PPA, with Chevron subsidiary Energy Forge and GE Vernova as partners.

July 1, 2026

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Batch Zero Sorts 445 GW of Load Into Winners and Waiters

Blue Energy and GE Vernova's 2.5 GW Port of Victoria project pairs two 7HA.02 turbines (roughly 1 GW by 2030) with up to five BWRX-300 SMRs (1.5 GW by 2032), FID targeted for 2027, anchored by Crusoe's 4.9 GW of contracted capacity.

June 28, 2026

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Chevron Bets $7B That Off-Grid Gas Is the Faster Path to Market

Chevron's Energy Forge One LLC builds and operates, with Engine No. 1's Joulent LLC holding a 50% co-funding option, GE Vernova and Caterpillar's Solar Turbines supplying hardware, and a path to 5 GW by the 2030s.

June 26, 2026

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Five Tests Now Separate Real Load From Speculation in Texas

The mix stacks GE Vernova gas turbines with Solar Turbines capacity, phased and modular, targeting final investment decision by end of 2026 and first power in 2028.

June 24, 2026

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Reeves County Banks 6,000 Jobs as the Behind-the-Meter Model Scales

GE Vernova supplies the turbines, Caterpillar's Solar Turbines division adds capacity, and the whole thing runs behind-the-meter, no ERCOT interconnection queue, no grid strain.

June 23, 2026

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The Deliverable Megawatt Wins: Microsoft Locks 20 Years of Pecos Gas

Chevron subsidiary Energy Forge One and Engine No. 1 will build and run the plant, targeting first power in 2028 and 2.67 GW total capacity, with GE Vernova supplying most turbines and Solar Turbines filling in.

June 18, 2026

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225 Interconnection Requests, One Filter: ERCOT Sorts Real From Paper

Crusoe won a 360 MW gas permit in six days, then ordered 29 GE Vernova aeroderivative turbines toward 1 GW, choosing jet-engine units because combined-cycle turbines now carry seven-year lead times.

June 12, 2026

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Self-Generation, Disclosure, and a 2027 Deadline: Abbott Resets the Terms

Blue Energy and GE Vernova are building a 2.5 GW Texas hybrid pairing BWRX-300 SMRs with HA gas turbines, gas online by 2030 while nuclear clears NRC review targeting 2032.

June 1, 2026

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Tax Abatements Lose the Room. Power, Water, and Cost Causation Take Over.

GE Vernova's HA gas turbine fleet has crossed 4 million operating hours across 128 units.

May 8, 2026

GE Vernova and Blue Energy are pairing 7HA.02 gas turbines with BWRX-300 SMRs for a 2.5 GW Texas hybrid plant, with FID targeted for 2027.

May 6, 2026

Meanwhile, Bloom Energy posted Q1 2026 revenue of $751 million (up 130% YoY) on the back of Oracle's expanded 2.8 GW fuel-cell PPA, and Blue Energy and GE Vernova announced a 2.5 GW gas-plus-nuclear project in Texas pairing two 7HA.02 turbines (2029 energization) with the BWRX-300 SMR.

May 5, 2026

GE Vernova booked $2.4 billion in Q1 2026 datacenter electrification orders, exceeding all of 2025.

April 30, 2026

NRG has sourced 5.4 GW of gas turbines and locked Kiewit for construction because planning horizons collapsed from a decade to 12-18 months, while GE Vernova's 80 GW gas turbine backlog stretches into 2029 and combined-cycle capacity costs jumped 66% to $2,157/kW since 2023.

April 20, 2026

Crusoe's 29-unit GE Vernova aeroderivative order (nearly 1 GW), Meta's 366 MW behind-the-meter build at El Paso, and xAI's 1.2 GW Mississippi turbine approval show hyperscalers are no longer waiting on interconnection queues.

April 12, 2026

Chevron is partnering with Engine No. 1 and GE Vernova on similar "power foundry" campuses elsewhere.

March 20, 2026

GE Vernova's gas turbine backlog surged from 62 GW to 83 GW, with datacenter-related Electrification segment orders exceeding $2 billion in 2025, according to a Zacks analysis.

February 26, 2026

GE Vernova's LM6000, Mitsubishi Power's FT8 MOBILEPAC, and ProEnergy's retrofitted CF6-80C2 cores are all competing for a market where trailerized gas turbines deliver megawatts in weeks rather than years, and the real question is whether Texas air quality regulators and local governments can keep pace with mobile gas generation arriving faster than permitting frameworks anticipated.

February 19, 2026

ExxonMobil and NextEra are building a 1.2 GW dedicated gas plant; Chevron partnered with GE Vernova on gas-fired datacenter supply.

February 10, 2026

Xcel Energy reserved five GE Vernova F-class gas turbines and multi-GW wind capacity slots, while signing an MOU with NextEra to co-develop generation for large loads including datacenters.

February 7, 2026

Separately, Xcel Energy locked in five GE Vernova F-class gas turbines and multi-GW wind capacity from NextEra to backstop a 6 GW datacenter load outlook across its territories, including Texas Panhandle operations.