#GE Vernova

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A large gas turbine and a large power transformer both mid-assembly on the same bright factory floor, an order board behind them showing rows of entries stretching into the far future

AI Hardware & Semiconductors

The AI Boom's Biggest Winners Might Be Turbine and Transformer Companies

GE Vernova, Siemens Energy, and Hitachi Energy don't make chips, GPUs, or anything that touches a datacenter's compute. Their combined order backlogs from the AI boom now exceed $180 billion.

By Brecht Corbeel · August 10, 2026 · 4 min read

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