At the 2026 Turbomachinery and Pump Symposia, Opportune’s Dan Romito warned that grid constraints and a five-year gas turbine backlog are pushing AI data centers toward on-site power, while colleagues honored the legacy of the late Dara Childs.
2025 orders hit a four-year high as gas turbine backlogs push data center developers toward a faster fix, but the rebound is landing just as one of the industry's largest OEMs explores selling the business behind it.
Siemens Energy's Gas Services orders surged 62% to a record as the company joined GE Vernova and Baker Hughes in reporting a record turbomachinery quarter.
The behind-the-meter framework covers 720 MW units delivered from 2028 through 2034, mainly for LNG operations, with data centers as a possible add-on.
GE Vernova will supply a 9E gas turbine and related equipment for the 372 MW Songon combined-cycle plant near Abidjan, set for commercial operation in 2029.
Siemens Energy will supply 119 SGT-400 gas turbine cores, about 1.7 GW, for Dynamis' DT18 hypermobile power packages, with deliveries starting in 2027.