GE Vernova expects to surpass a $200 billion order backlog in the opening weeks of 2027, earlier than Wall Street had anticipated, after reporting $176 billion in unfilled orders at the end of the second quarter. Chief Executive Scott Strazik attributed the outlook to strong third-quarter bookings and durable growth in electricity demand across data centers, industrial electrification, grid modernization and other markets. Gas Power second-half contract commitments are tracking above the previous 20-gigawatt guidance, while gas-capacity additions are projected to grow 50% by the end of 2026. Shares rose 4.79% to close at $925.09 on Wednesday, compared with a 4.10% gain to $918.97 at an earlier publication point. The company will provide 2027 guidance during its January earnings call and present a formal 2030 financial outlook at a spring 2027 capital markets day. A separate agreement to help rebuild Venezuela’s power system could create additional work, although its financial impact remains uncertain because of equipment scope, payment, financing and political risks.