{"company":{"slug":"ge-vernova","name":"GE Vernova","legal_name":"GE Vernova Inc.","aliases":["GE Vernova","GEV"],"primary_layer":"L1","primary_topic_id":"datacenter-power","secondary_topics":["gas-turbine-supply-crunch"],"hq_country":"US","hq_city":"Cambridge","founded_year":2024,"is_public":true,"ticker":"GEV","description":"GE energy spin-off; gas turbines + grid + electrification. AI-datacenter angle: substation + grid interconnect timeline (gas turbines are the fastest dispatchable peak source for hyperscaler power requests)."},"profile":{"snapshot":"Gas turbines for AI data centers; ~$37B FY25 revenue, multi-GW turbine reservations","stack_layer":"L1","why_join_top_2":["Demand is contracted, not speculative: seven 7HA turbines reserved in the NRG/Kiewit 5.4 GW JV (May 2025) plus Fermi's ~11 GW Amarillo campus (Oct 2025) anchor a multi-year build pipeline.","Four straight guidance raises into ~$37B FY2025 (Q2 $9.1B, Q3 $9.8B); the company is staffing to scale, adding a Director, Data Center Segment Sales on 2026-05-06 plus three datacenter-power roles in 60 days."],"peer_comparison":{"substitute":{"name":"Bloom Energy","delta":"Bloom's solid-oxide fuel cells bypass interconnect queues entirely, undercutting GE Vernova's grid-tied gas thesis where hyperscalers prioritize speed over scale."},"direct_competitor":{"name":"Generac","delta":"Both sell natural-gas on-site generation to data centers, but GE Vernova competes at utility-scale 7HA combined-cycle, not MW-class standby gensets."}},"self_quality_score":{"notes":"Top risk targets reservation-to-order conversion, falsifiable by H2 2026 earnings.","originality":7,"evidence_density":9,"anti_generic_pass":true,"reverse_hype_present":true},"strategic_position":{"top_risk":"Most data-center 'reservations' (NRG, Fermi) are non-binding turbine slots; if a meaningful share fails to convert to firm orders by H2 2026, the backlog-driven guidance raises (signal 7eb603b0) become unsupportable.","their_bet":"Gas turbines are the only large peak source that beats 5-7yr grid interconnect queues, so AI load growth converts into record slot reservations and backlog (signal e8d074f3, 7eb603b0).","what_they_do_best":"Reserving fast-dispatchable 7HA gas turbine slots for hyperscaler power: seven units locked in the NRG/Kiewit 5.4 GW JV (signal dcb0514d) plus the Fermi 11 GW campus (signal 4d3aa15e)."},"top_business_signals_90d":[{"summary":"FY2025 revenue landed near $37B with a large gas backlog and multi-GW turbine reservations tied directly to AI data center demand.","signal_id":"7eb603b0-de70-429a-b62c-1839c244d6c6","evidence_quote":"GE Vernova reported full-year 2025 revenue of approximately $37 billion in its fourth-quarter results in late January 2026"},{"summary":"Fermi America reserved GE Vernova turbines for behind-the-meter generation on a Texas AI campus targeting up to ~11 GW.","signal_id":"4d3aa15e-4b45-4bc0-903a-4926c0906900","evidence_quote":"Fermi America disclosed reservations for GE Vernova gas turbines to provide on-site generation for its Texas 'HyperGrid' AI data center campus"},{"summary":"NRG/Kiewit JV reserves up to seven 7HA turbines for ~5.4 GW of new gas combined-cycle aimed at data center load in Texas/PJM.","signal_id":"dcb0514d-437e-485b-9e14-622af3448525","evidence_quote":"GE Vernova, NRG Energy and Kiewit announced a partnership on May 12, 2025 to bring online roughly 5.4 GW of new U.S. natural gas combined-cycle power"}],"top_hiring_specialties_60d":[{"job_count":3,"specialty":"datacenter power"},{"job_count":2,"specialty":"onsite generation"},{"job_count":1,"specialty":"grid interconnect / HVDC / load studies"}]},"recent_business_signals":[{"signal_type":"news_mention","signal_date":"2026-07-25","signal_data":{"layer":"L1","query":"GE Vernova gas turbine data center backlog","title":"GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss - 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