#Hitachi Energy

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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

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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