GE Vernova称数据中心繁荣促进订单增长

投资观察
Oct 22, 2025

0834 ET - GE Vernova报告称,订单增长了55%,而且由于科技行业数据中心的建设,积压订单也在不断增加。首席执行官Scott Strazik在与分析师的电话会议上表示:“超大规模云服务提供商越来越倾向于向我们寻求电气化的需求。”他提到,这些超大规模云服务提供商在第三季度的订单金额达到了4亿美元。今年迄今为止,公司与超大规模云服务提供商的电气化订单总额约为9亿美元,而2024年全年为6亿美元。Strazik表示,公司刚刚支付超过50亿美元收购了Xignux,后者的Prolec合资企业生产数据中心客户依赖的变压器。(dean.seal@wsj.com)

(END) 道琼斯新闻社

2025年10月22日 08:34 ET (12:34 GMT)

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