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GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss

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Snapshot born 16h ago · present at 66 data intervals (16h ago → 13m ago)
Public Discourse · Bluesky · this story as of 8d ago
33 distinct posts / 48h, matching Demand 18 Billion 14 Term 2 Short 1
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8d ago Electric Traction Motor Market Share Estimated USD 41.25 Billion, at a CAGR of 9.3% During 2026 To 2035 | Power Grid Today www.powergridtoday.com/article/9268... ×2 +2.5
8d ago Entergy wants to spend $30 billion to expand its Louisiana power grid. How much will residents pay? bit.ly/4vBtkyy -3.0
8d ago Entergy wants to spend $30 billion to expand its Louisiana power grid. How much will residents pay? bit.ly/4fm9voS -2.5
8d ago Entergy wants to spend $30 billion to expand its Louisiana power grid. How much will residents pay? bit.ly/4wbuGRS -2.5
8d ago Cable Tray Market Global Revenue Climbs to USD 13.33 billion, at a CAGR of 9.5% By Growing Demands, and Trends Till 2035 | Power Grid Today www.powergridtoday.com/article/9268... +3.5
9d ago The nation’s largest electrical grid operator, PJM has released results of an electricity auction that would add $6.3B to the bills of customers in 13 Eastern states and DC within the next 3 years.… -5.5
9d ago ICYMI: The nation’s largest electrical grid operator released results of an electricity auction that adds $6.3 billion in costs to the bills of millions of households and businesses within the next… -6.0
9d ago Sweden approves 1.4 billion SEK for World Bank crisis fund to support Ukraine | Ukraine news https://www.byteseu.com/2200484/ Stockholm approved a major aid package to boost Ukraine’s public serv… +5.5
9d ago “PJM, the nation’s largest electrical grid operator, on Tuesday released results of an electricity auction that would add $6.3 billion in costs to the bills of millions of households and businesses… -4.5
9d ago [1/7] 2026-07-16 16:22:40 - [China Southern Power Grid: In the first half of the year, the total electricity consumption in the five southern provinces and autonomous regions exceeded 900 billion k… +1.0
9d ago Halt approvals for space-based "orbital data cents? PJM, the largest electrical grid operator, released results of an electricity auction that would add $6.3 billion in costs to the bills of hous… -4.5
10d ago “PJM, the nation’s largest electrical grid operator, on Tuesday released results of an electricity auction that would add $6.3 billion in costs to the bills of millions of households and businesses… -4.0
10d ago "The nation’s largest electrical grid operator released results of an electricity auction that would add $6.3 billion in costs to the bills of millions of households & businesses within the next 3 … -3.5
8d ago Countries w/the most data centers. Notice how many in China w/pop. @ 1.4 bill. vs US w/pop. @ 350 mill. US power grid lacks ability for demand increase, H2O shortages, unregulated mass surveillanc… -4.0
8d ago www.canada.ca/en/natural-r... Today’s announcement demonstrates how the federal government is supporting the modernization of Canada’s electricity system, helping to reduce GHG emissions and prepa… +6.0
8d ago Support clean power, Indigenous rights, and jobs with an east-west grid. Canada’s electricity demand will double, or even triple, by 2050. We need a power grid that is fit for the future that provi… +7.0
8d ago seems like if New York’s electric grid is already struggling to keep up with current demand, then we should not be forced to accommodate data centers when they can be built nearly anywhere else in … -4.0
8d ago #Datacentres aren’t just huge energy consumers; they are also testing the power grid in new ways, through unpredictable demand. spectrum.ieee.org/data-centers... -1.0
8d ago Blue Hydrogen Market Growth Projected USD 38,820 Million, at a 53.1% CAGR by Driving Global Demand and Trends Till 2035 | Power Grid Today www.powergridtoday.com/article/9268... +3.5
8d ago [3/4] power was 27.91 million kilowatt hours. During this year's peak summer season, China Southern Power Grid and State Grid will combine the supply and demand situation of the two networks, +1.0
9d ago Let's just keep building data centers when we don't have the supply to support the increasing demand. And then throw in heatwaves and a power grid in desperate need of modernization. Yea, sounds… -7.0
9d ago 🔎 As demand from data centers continues to grow, FERC is taking a closer look at how those facilities connect to the electric grid. American households should not pay the hidden costs associated wi… -3.0
9d ago AI-related demand within the largest U.S. power grid continues to keep pushing power bills higher for the 67 million Americans served by PJM Interconnection. www.axios.com/2026/07/16/a... -3.5
9d ago 🌎 Story of the Day: New Jersey is letting data centers fund home energy upgrades to help reduce overall demand on the power grid. +4.0
9d ago Picture this: it's a hot day in July. The electric grid is subject to extreme strain as Californians try to stay cool. Enter: the Demand Side Grid Support program. @leahstokes.bsky.social explain… +5.0
9d ago #Iraq Jul 16 2011 Report In summer demand for power reached 14,000mw Only 8,000mw delivered Heat knocked out power grid Some provinces had 16 hr blackouts Govt said it would produce 27,000mw by 201… -6.0
9d ago "This investment is strengthening the local grid, supporting the integration of renewable energy and ensuring the Cooperative’s electricity grid is prepared to meet growing electricity demand while… +6.0
9d ago 'Tunisia introduced rolling power cuts on Wednesday to protect its electricity grid from overload as an intense heatwave pushed temperatures close to 48°C in parts of the country, driving a sharp s… -5.0
9d ago Thread: Each week I run a simulation of Australia’s main electricity grid using rescaled generation data to show that it can get very close to 100% renewable electricity with 24GW/120GWh of storage… +6.5
9d ago Meta data centre will use 1.8 gigawatts and be connected to Alberta’s power grid, relying heavily on natural gas, creating a massive strain on Alberta’s grid, rapidly ramping up the demand for and … -8.0

Articles in Story

Tier Title Category Source Feeling SentimentSentiment Score (-5 to +5)
LLM-assessed emotional tone of coverage.

-5 = extremely negative/alarming
0 = neutral/factual
+5 = extremely positive/hopeful

The colored bar shows position on the scale. Emotion badge uses Plutchik's 8 primary emotions: joy, trust, fear, surprise, sadness, disgust, anger, anticipation.
T3 GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss power_demand insidermonkey.com optimistic, bullish, resilient
-1.8
anticipation