{"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":null,"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":"earnings","signal_date":"2026-01-21","signal_data":{"period":"FY2025 / Q4 2025","highlight":"Full-year 2025 revenue near top of $36–37B framework; large gas equipment backlog and multi-GW data center reservations","revenue_usd":37000000000,"demand_driver":"Data center / AI load growth supporting gas, grid and nuclear segments"},"source":"ai_synthesis_sdk"},{"signal_type":"customer_win","signal_date":"2025-12-05","signal_data":{"customer_name":"Meta (Louisiana datacenter)","evidence_tier":"bootstrap_curated_v1","product_or_capacity":"Gas turbine power generation (~2.26GW) for AI training datacenter","customer_canonical_id":"bbca6a3c-0b04-4aeb-a9a2-36ba4562ddd3","bootstrap_source_label":"GE Vernova news","customer_canonical_slug":"meta-platforms"},"source":"customer_wins_seed"},{"signal_type":"earnings","signal_date":"2025-10-22","signal_data":{"period":"Q3 2025","revenue_usd":9800000000,"demand_driver":"Record gas turbine slot reservations and backlog growth from data center customers","guidance_action":"Raised full-year 2025 revenue guidance toward ~$37B"},"source":"ai_synthesis_sdk"},{"signal_type":"partnership","signal_date":"2025-10-02","signal_data":{"scope":"Behind-the-meter power for a large-scale AI data center campus","gev_role":"Reserved GE Vernova gas turbines for on-site generation as part of a campus targeting up to ~11 GW","end_market":"Hyperscale AI data center","partner_name":"Fermi America (Project Matador / HyperGrid, Amarillo, Texas)","campaign_capacity_gw":11},"source":"ai_synthesis_sdk"},{"signal_type":"earnings","signal_date":"2025-07-23","signal_data":{"period":"Q2 2025","revenue_usd":9100000000,"demand_driver":"Strong gas power equipment orders driven by data center / electrification demand","guidance_action":"Raised full-year 2025 outlook toward the higher end of $36–37B revenue"},"source":"ai_synthesis_sdk"},{"signal_type":"partnership","signal_date":"2025-05-12","signal_data":{"scope":"Joint venture to develop ~5.4 GW of new natural gas combined-cycle generation for data centers and large loads in Texas/PJM","gev_role":"Reserved up to seven 7HA gas turbines plus long-term services","end_market":"AI data center / hyperscale power","capacity_gw":5.4,"partner_name":"NRG Energy and Kiewit"},"source":"ai_synthesis_sdk"},{"signal_type":"capacity_expansion","signal_date":"2025-05-08","signal_data":{"customer":"Ontario Power Generation (OPG)","technology":"GE Vernova Hitachi Nuclear Energy BWRX-300 small modular reactor","capacity_mw":300,"project_name":"Darlington New Nuclear Project (BWRX-300 SMR)","significance":"First grid-scale SMR construction start in North America; clean baseload relevant to AI/data center load growth"},"source":"ai_synthesis_sdk"}],"recent_talent_signals":[{"job_title":"Director, Data Center Segment Sales","job_level":"director","job_specialty":["datacenter power","onsite generation"],"posted_date":"2026-05-06"},{"job_title":"Senior Electrical Engineer, Static Excitation & Power Conversion","job_level":"senior","job_specialty":["power electronics","excitation systems","STATCOM"],"posted_date":"2026-04-28"},{"job_title":"Staff Engineer, Grid Interconnection","job_level":"staff","job_specialty":["grid interconnect","HVDC","load studies"],"posted_date":"2026-04-09"},{"job_title":"Senior Application Engineer, Data Center Power Solutions","job_level":"senior","job_specialty":["gas turbine sizing","onsite generation","datacenter power"],"posted_date":"2026-03-03"},{"job_title":"Product Manager, Data Center Electrification","job_level":"mid","job_specialty":["medium voltage switchgear","power distribution","datacenter power"],"posted_date":"2026-02-24"}],"citation_url":"/companies/ge-vernova","last_updated":"2026-05-14T14:33:37.941141+00:00","generated_at":"2026-06-11T19:43:39.451Z"}