# AI Data Centers Push Gas Turbine Prices Up 50%

> GE Vernova's gas turbine prices rose 50% as AI data centers book factory slots years ahead.
- Title: AI Data Centers Push Gas Turbine Prices Up 50% · 24/7 Wall St.
- Summary: GE Vernova's gas turbine prices rose 50% as AI data centers book factory slots years ahead. GE Vernova raised gas turbine prices 50% for 2026 orders after AI…
- Keywords: ge vernova, gas turbines, ai data centers, price increase, factory slots, turbine pricing, gev, Data, Centers, Push, Gas, Turbine
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/10/29/ai-data-centers-have-driven-gas-turbine-prices-up-50
- Author: Omor Ibne Ehsan
- Published: 2026-10-29T17:27:17+00:00
- Read time: 1 min
- Topics: ge vernova, gas turbines, ai data centers, price increase, factory slots, turbine pricing, gev
## GE Vernova Earnings Call
GE Vernova's third-quarter earnings call revealed gas turbine prices rose 50% for 2026 orders versus 2025.

> full year [2026] gas orders pricing per kw will be approximately 50% higher than full year [2025] orders
## 50% Price Increase
Chief Executive Scott Strazik said gas turbine pricing per kilowatt will be 50% higher for 2026 than 2025 orders.

> full year [2026] gas orders pricing per kw will be approximately 50% higher than full year [2025] orders
## Long-Term Slot Reservations
GE Vernova sold delivery slots for 2032 during the third quarter as demand remains strong.

> this quarter we sold multiple slots for [2032] delivery as the demand environment remains strong
## AI Data Center Demand
AI data centers now account for 20% of GE Vernova's 100 gas customers across 25 countries.

> about 20 percent are buying for data centers
## Order Book Growth
GE Vernova shipped 5 gigawatts while signing 11 gigawatts of orders in the third quarter.

> in the third quarter ge vernova shipped 5 gigawatts while signing 11 gigawatts of orders
## Stock Price Drop
Shares fell 14.7% below the October 6 close of $1,029.21 after the earnings report.

> they now sit 14.7% below the october 6 close of $1,029.21
## Future Pricing Outlook
Fourth-quarter pricing per kilowatt is expected to drop below third-quarter levels as more turbines ship.

> management expects fourth-quarter pricing per kilowatt to come in below the third quarter because more 50 hertz units will move from reservations
## Key takeaway

GE Vernova raised gas turbine prices 50% for 2026 orders after AI data centers secured long-term factory slots.