Live Market Updates
Latest Financial News
News Feed
1 articles
Personalized
Live Market Updates
Latest Financial News
positive
1 day agoGE Vernova and Vertiv report robust order growth tied to electrification and AI demand
GE Vernova indicated orders rose roughly 55% year over year, led by grid, power, and electrification solutions. Vertiv reported about 60% order growth and 63% profit growth in Q3, citing strong demand from data centers and AI-related deployments. Both companies highlighted backlog visibility, services attachment, and capacity expansions as drivers into 2026. Analysts focused on delivery schedules, pricing discipline, and working capital trends given scale-up requirements. Risks include utility interconnection delays, transformer lead times, and capital spending normalization if hyperscaler budgets slow from current elevated levels.
positive
1 day agoGE Vernova and Vertiv report robust order growth tied to electrification and AI demand
GE Vernova indicated orders rose roughly 55% year over year, led by grid, power, and electrification solutions. Vertiv reported about 60% order growth and 63% profit growth in Q3, citing strong demand from data centers and AI-related deployments. Both companies highlighted backlog visibility, services attachment, and capacity expansions as drivers into 2026. Analysts focused on delivery schedules, pricing discipline, and working capital trends given scale-up requirements. Risks include utility interconnection delays, transformer lead times, and capital spending normalization if hyperscaler budgets slow from current elevated levels.
positive
GE Vernova and Vertiv report robust order growth tied to electrification and AI demand
1 day ago
1 min read
86 words
GE Vernova and Vertiv reported strong orders and profit growth on AI and data-center demand. Backlogs, pricing, and supply constraints will shape execution through 2026.
GE Vernova indicated orders rose roughly 55% year over year, led by grid, power, and electrification solutions. Vertiv reported about 60% order growth and 63% profit growth in Q3, citing strong demand from data centers and AI-related deployments. Both companies highlighted backlog visibility, services attachment, and capacity expansions as drivers into 2026. Analysts focused on delivery schedules, pricing discipline, and working capital trends given scale-up requirements. Risks include utility interconnection delays, transformer lead times, and capital spending normalization if hyperscaler budgets slow from current elevated levels.
GE Vernova indicated orders rose roughly 55% year over year, led by grid, power, and electrification solutions. Vertiv reported about 60% order growth and 63% profit growth in Q3, citing strong demand from data centers and AI-related deployments. Both companies highlighted backlog visibility, services attachment, and capacity expansions as drivers into 2026. Analysts focused on delivery schedules, pricing discipline, and working capital trends given scale-up requirements. Risks include utility interconnection delays, transformer lead times, and capital spending normalization if hyperscaler budgets slow from current elevated levels.
Companies:
GE Vernova
Vertiv
Tags:
GE Vernova
Vertiv
GE Vernova
Vertiv
data centers
electrification
AI infrastructure
Source:
Oct 22, 2025 • 16:17 IST