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GE Vernova
Gas turbines for AI data centers; ~$37B FY25 revenue, multi-GW turbine reservations
HQ US
Recent Business Signals
Sep 8, 2026
news_mention
GE Vernova stock gains on strong order backlog and growth metrics - AD HOC NEWS GE Vernova stock gains on strong order backlog and growth metrics AD HOC NEWS
source: gnews-ge-vernova
Sep 3, 2026
news_mention
Where Will GE Vernova Be in 10 Years? - The Globe and Mail Where Will GE Vernova Be in 10 Years? The Globe and Mail
source: gnews-ge-vernova
Aug 31, 2026
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GE Vernova’s AI-Power Breakthrough Could Triple Its Revenue Per Gigawatt. Is the Stock Set to Surge? - MarketWise GE Vernova’s AI-Power Breakthrough Could Triple Its Revenue Per Gigawatt. Is the Stock Set to Surge? MarketWise
source: gnews-ge-vernova
Aug 30, 2026
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Elon Musk’s 15-Gigawatt Warning Points to a Very Different Set of AI Winners in 2027 - 24/7 Wall St. Elon Musk’s 15-Gigawatt Warning Points to a Very Different Set of AI Winners in 2027 24/7 Wall St.
source: gnews-ge-vernova
Aug 26, 2026
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Is GE Vernova Emerging as a Key Beneficiary of the AI Power Boom? - TradingView Is GE Vernova Emerging as a Key Beneficiary of the AI Power Boom? TradingView
source: gnews-ge-vernova
Aug 26, 2026
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GE Vernova: The AI Power Stock Hiding In Plain Sight Burnley Vs Aston Villa (9ueStcDLH3) - Mshale GE Vernova: The AI Power Stock Hiding In Plain Sight Burnley Vs Aston Villa (9ueStcDLH3) Mshale
source: gnews-ge-vernova
Aug 25, 2026
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GE Vernova's AI Data Center Orders Just Doubled All of 2025 in 1 Half-Year. Is the Stock Still a Buy? - AOL.com GE Vernova's AI Data Center Orders Just Doubled All of 2025 in 1 Half-Year. Is the Stock Still a Buy? AOL.com
source: gnews-ge-vernova
Aug 23, 2026
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GE Vernova’s Gas Turbine Backlog Hits 116 GW. What Does This Mean for the AI Market? - Energy News Beat GE Vernova’s Gas Turbine Backlog Hits 116 GW. What Does This Mean for the AI Market? Energy News Beat
source: gnews-ge-vernova
Aug 22, 2026
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The Gas Turbine Shortage Just Became AI's Biggest Constraint - Crude Oil Prices Today | OilPrice.com The Gas Turbine Shortage Just Became AI's Biggest Constr
source: gnews-ge-vernova
Aug 22, 2026
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GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. - The Motley Fool GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. The Motley F…
source: gnews-ge-vernova
Aug 22, 2026
news_mention
GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. - The Globe and Mail GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. The Globe…
source: gnews-ge-vernova
Aug 22, 2026
news_mention
GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. - The Globe and Mail GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. The Globe…
source: gnews-ge-vernova
Aug 22, 2026
news_mention
GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. - The Globe and Mail GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. The Globe…
source: gnews-ge-vernova
Aug 22, 2026
news_mention
The Gas Turbine Shortage Just Became AI's Biggest Constraint - Crude Oil Prices Today | OilPrice.com The Gas Turbine Shortage Just Became AI's Biggest
source: gnews-ge-vernova
Aug 22, 2026
news_mention
GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. - The Globe and Mail GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. The Globe…
source: gnews-ge-vernova
Aug 17, 2026
news_mention
GE Vernova: The AI Power Stock Hiding In Plain Sight Burnley Vs Aston Villa (9ueStcDLH3) - Mshale GE Vernova: The AI Power Stock Hiding In Plain Sight Burnley Vs Aston Villa (9ueStcDLH3) Mshale
source: gnews-ge-vernova
Aug 10, 2026
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Siemens’ gas turbine backlog nears 70 GW as company expands manufacturing - Energy News Beat Siemens’ gas turbine backlog nears 70 GW as company expands manufacturing Energy News Beat
source: gnews-ge-vernova
Aug 9, 2026
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AI Electricity Demand: GE Vernova and Eaton Will Capture This Next Wave of Capex - AOL.com AI Electricity Demand: GE Vernova and Eaton Will Capture This Next Wave of Capex AOL.com
source: gnews-ge-vernova
Aug 6, 2026
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Can AI Data Centres & Sustainable Energy Actually Coexist? - sustainabilitymag.com Can AI Data Centres & Sustainable Energy Actually Coexist? sustainabilitymag.com
source: gnews-ge-vernova
Aug 3, 2026
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Elon Musk's AI Data Centers Need So Much Power He's Buying Gas Turbine Companies -- Who Else Benefits? - fool.com Elon Musk's AI Data Centers Need So Much Power He's Buying Gas Turbine Companies -- Who Else Benefits? fool.com
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.