Supply chain / On-site power
Gas turbine backlogs
Trade press reported in August 2026 that Siemens Energy, GE Vernova and Baker Hughes each posted record gas turbine related backlogs, with data centre demand named as a driver.
- Type
- Reported constraint
- Where it sits
- Long turbine order books mean gas-fired on-site power for new campuses may not be available quickly, which affects site and timing choices.
- Constraint
- Figures are company-reported and relayed by Turbomachinery Magazine (6 August 2026), so they should be checked against the companies' own results.
What we checked
- Siemens Energy was reported to have a gas services backlog of 73 billion euros, with US data centre orders cited as a driver. (source)
- GE Vernova was reported to have a gas turbine backlog of 116 GW. (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.