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GE Vernova Sees $200 Billion Backlog Coming Early as Electricity Demand Cycle Builds

Backlog $176B; $200B now expected very early 2027. Next proof points: Oct and Jan.

GE Vernova Sees $200 Billion Backlog Coming Early as Electricity Demand Cycle Builds
"Scott Strazik, chief executive officer of GE Vernova." Credit: Aaron M. Sprecher/Bloomberg
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