ComputeLabs Research
Siemens’ gas-turbine backlog approached 70 gigawatts after 15 gigawatts of quarterly orders; transformer capacity will expand 50% by 2030.
· ComputeLabs Research · from the August 10, 2026 edition
Siemens reported that its gas-turbine order backlog was approaching 70 gigawatts. The company booked 15 gigawatts of new gas-turbine orders during the quarter.
Executives said gas-turbine lead times were running at three years or longer. The backlog figure measures ordered turbine capacity and does not represent operating generation capacity already connected to power grids.
Siemens is also expanding manufacturing for grid equipment and plans to increase transformer manufacturing capacity by 50% by 2030. The source did not specify the baseline transformer output, factory-by-factory allocations, or the capital expenditure required for that increase.
The turbine and transformer figures refer to separate infrastructure categories: turbines generate electricity, while transformers change voltage levels for transmission and distribution. Neither figure directly measures data-center capacity.
Sources
- Siemens’

