Stack L1
GE Vernova
Gas turbines for AI data centers; ~$37B FY25 revenue, multi-GW turbine reservations
HQ US
Recent Business Signals
Jul 25, 2026
news_mention
GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss - Yahoo Finance GE Vernova (GEV): $176 Billion Backlog and AI Power Demand Outweigh Short-Term EPS Miss Yahoo Finance
source: gnews-ge-vernova
Jul 24, 2026
news_mention
Backlog Mania: Stocks to Watch This Earnings Season - AOL.com Backlog Mania: Stocks to Watch This Earnings Season AOL.com
source: gnews-ge-vernova
Jul 23, 2026
news_mention
GE Vernova’s AI power trade has one weak link - thestreet.com GE Vernova’s AI power trade has one weak link thestreet.com
source: gnews-ge-vernova
Jul 23, 2026
news_mention
GE Vernova Q2 Earnings Call Highlights Bigger Capacity Push - TradingView GE Vernova Q2 Earnings Call Highlights Bigger Capacity Push TradingView
source: gnews-ge-vernova
Jul 23, 2026
news_mention
GE Vernova Backlog Reaches $176 Billion As Power And Electrification Demand Accelerates - Pulse 2.0 GE Vernova Backlog Reaches $176 Billion As Power And Electr
source: gnews-ge-vernova
Jul 23, 2026
news_mention
GE Vernova gas turbine backlog climbs to 116 GW - Utility Dive GE Vernova gas turbine backlog climbs to 116 GW Utility Dive
source: gnews-ge-vernova
Jul 22, 2026
news_mention
GE Vernova shares fall as wind losses overshadow record backlog and data center demand - Proactive financial news GE Vernova shares fall as wind losses overshadow record backlog and data center demand Proactive financial news
source: gnews-ge-vernova
Jul 22, 2026
news_mention
GE Vernova Orders Surge 88% on AI Data Center Boom, but Earnings Miss Sends Shares Lower - finance.biggo.com GE Vernova Orders Surge 88% on AI Data Center Boom, but Earnings Miss Sends Shares Lower finance.biggo.com
source: gnews-ge-vernova
Jul 22, 2026
news_mention
GE Vernova Q2 Earnings Call Highlights - TradingView GE Vernova Q2 Earnings Call Highlights TradingView
source: gnews-ge-vernova
Jul 22, 2026
news_mention
GE Vernova raises gas turbine outlook as backlog reaches 116 GW - CompressorTECH² GE Vernova raises gas turbine outlook as backlog reaches 116 GW CompressorTECH²
source: gnews-ge-vernova
Jul 21, 2026
news_mention
GE Vernova: The Hidden AI Play That Has Few Growth Headwinds - 24/7 Wall St. GE Vernova: The Hidden AI Play That Has Few Growth Headwinds 24/7 Wall St.
source: gnews-ge-vernova
Jul 21, 2026
news_mention
AI data center boom shifts bottleneck from chips to power - MSN AI data center boom shifts bottleneck from chips to power MSN
source: gnews-ge-vernova
Jul 21, 2026
news_mention
GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders. - Investor's Business Daily GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders. Investor's Business Daily
source: gnews-ge-vernova
Jul 20, 2026
news_mention
AI Data Centers Need Power, and These 2 Industrials Are Cashing In - inkl AI Data Centers Need Power, and These 2 Industrials Are Cashing In inkl
source: gnews-ge-vernova
Jul 20, 2026
news_mention
AI data center boom shifts bottleneck from chips to power - MSN AI data center boom shifts bottleneck from chips to power MSN
source: gnews-ge-vernova
Jul 20, 2026
news_mention
AI Data Centers Need Power, and These 2 Industrials Are Cashing In - The Globe and Mail AI Data Centers Need Power, and These 2 Industrials Are Cashing In The Globe and Mail
source: gnews-ge-vernova
Jul 20, 2026
news_mention
AI Data Centers Need Power, and These 2 Industrials Are Cashing In - The Globe and Mail AI Data Centers Need Power, and These 2 Industrials Are Cashing In The Globe and Mail
source: gnews-ge-vernova
Jul 14, 2026
news_mention
Here’s Why GE Vernova Is a No-Brainer Buy Before July 22 Earnings - 24/7 Wall St. Here’s Why GE Vernova Is a No-Brainer Buy Before July 22 Earnings 24/7 Wall St.
source: gnews-ge-vernova
Jul 13, 2026
news_mention
Analysts see AI-driven power stocks outperforming through 2030 - MSN Analysts see AI-driven power stocks outperforming through 2030 MSN
source: gnews-ge-vernova
Jul 13, 2026
news_mention
GE Vernova turbine supply sold out through 2030 as AI demand surges - eciks.org GE Vernova turbine supply sold out through 2030 as AI demand surges eciks.org
source: gnews-ge-vernova
Funding & valuation history
Jun 1, 2026 · funding-research
GE Vernova expects to close its acquisition of the remaining 50% stake in Prolec GE by mid-2026, subject to regulatory approvals.
Jun 1, 2025 · funding-research
GE Vernova committed $15 million to generative AI research at its Niskayuna, NY facility to support energy manufacturing and grid optimization.
Jan 29, 2025 · funding-research
GE Vernova allocated $20 million to expand switchgear and capacitor/transformer manufacturing at its Charleroi, PA and Clearwater, FL facilities, announced January 29, 2025.
Jan 29, 2025 · funding-research
GE Vernova announced a $600 million investment in U.S. factories and facilities on January 29, 2025 to expand manufacturing capacity across gas power, grid solutions, nuclear, onshore wind, and electrification segments.
Jan 29, 2025 · funding-research
GE Vernova committed $160 million to expand hydrogen fuel production capacity at its Greenville, SC facility, creating more than 650 jobs, as part of its January 29, 2025 U.S. investment package.
Jan 29, 2025 · funding-research
GE Vernova invested $50 million in BWRX-300 small modular reactor nuclear fuel production capacity at its Wilmington, NC facility, announced January 29, 2025.
Jan 29, 2025 · funding-research
GE Vernova committed $100 million to expand onshore wind manufacturing capacity at facilities in Pensacola, FL, Schenectady, NY, and Grand Forks, ND, announced January 29, 2025.
Jan 29, 2025 · funding-research
GE Vernova announced approximately $600 million in U.S. factory investments across gas power, grid, nuclear, and wind segments to meet surging electricity demand.
Dec 1, 2024 · funding-research
GE Vernova announced a $9 billion cumulative global capital expenditure and R&D investment plan through 2028.
Jun 1, 2024 · funding-research
GE Vernova deployed $167 million in capital funding across its U.S. sites in 2024, creating 1,120 jobs.
Strategic Position
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).
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).
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.
Compared to peers
Direct competitor
Generac
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.
Substitute
Bloom Energy
Bloom's solid-oxide fuel cells bypass interconnect queues entirely, undercutting GE Vernova's grid-tied gas thesis where hyperscalers prioritize speed over scale.
Why someone would join
- 1.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.
- 2.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.
Recent Hiring (60 days)
No specialty signals in the last 60 days.