GE Vernova Backlog Could Hit $200 Billion by Early 2027, CEO Says

Bloom Energy Corporation unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers. The solid-oxide fuel cells generate continuous 800V DC power natively rather than producing AC power that must then be converted to DC, potentially removing conversion stages such as transformers and switchgear and lowering both capital cost and energy losses. Bloom claims the technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared with traditional AC-based infrastructure, though those figures come from the company's own model and depend on site design, energy prices, equipment costs and customer deployment decisions. Bloom pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems, and said its 2026 Mid-Year Data Center Power Report found data center leaders expect DC-based architectures to account for 58% of new deployments by 2030. The launch comes as Bloom reported its strongest quarter ever in Q2 2026, with revenue up more than 165% year over year and crossing the $1 billion milestone, and raised full-year revenue guidance to $3.9 billion to $4.2 billion, implying 100% growth at the midpoint, along with adjusted EPS guidance of $2.55 to $2.85. The stock has jumped almost 170% since the beginning of 2026, leaving limited room for weaker-than-expected execution, and the company still needs to demonstrate that data-center operators will deploy the technology at scale.

Weichai Power said in its latest disclosed investor relations activity record that as global data center construction accelerates, especially with AI computing demand driving expansion of the backup power market, the company's diesel generator products are seeing rapid volume growth. In the first half of 2026, the company's data center diesel generator sales exceeded 1,400 units, already higher than the full-year total for 2025. The product is sold globally, with a relatively balanced market distribution and no reliance on any single region or customer. The company has engaged with multiple end customers and achieved substantive progress, and collaboration with partners will continue to deepen. The company remains optimistic about the outlook for its diesel generator business and expects high growth to continue this year and next.

NVIDIA, Google, and Emerald AI have created the AI Energy Management Alliance to coordinate electricity use in AI data centers, and the group has started building what it calls the first purpose-built power-flexible AI data center, designed to adjust consumption with grid needs. AEMA plans to publish shared frameworks for grid-responsive data centers with input from utilities, regulators, and large AI infrastructure users. The alliance's first power-flexible facility is in Manassas, and the inflection point will be whether it secures faster grid interconnection terms or preferential tariffs by late 2026. Concrete regulatory wins or standardized grid-responsive design templates would show AEMA is more than marketing and could influence how future DSX style AI factories are specified and approved. NVIDIA operates as a data center scale AI infrastructure provider across the US, Asia, Europe, and other regions, so any shift toward power-flexible facilities directly affects how its hardware and software fit into future grid-aware computing projects.