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GE Vernova Inc.

GEV

7 stories

$220B Market cap · 2026-10-23

GE Vernova: AI's Next Bottleneck Is Electricity

GE Vernova’s 116 GW gas-turbine backlog and $5 billion in early-2026 data-center orders target AI-driven electricity demand, though its…

GEV $220B

Todd Feldman Oct 16 5 clicks

@ActAccordingly Oct 12 4 clicks

PAA Research on X

Jevons Paradox Is Not a Business Model: We Might Be Building Too Much Compute and Four Other Reasons Why the AI CAPEX Cycle Could Come Crashing Down https://t.co/EFTszhT3kH $ALAB $APLD $BE $CAT $CLS $CRWV $ETN $FN $GEV $HUT $LITE $MOD $NBIS $NVT $ORCL $POWL $STRL $TLN $VRT

@RagingVentures Aug 29 1 click

Raging Capital Ventures on X

@gamesblazer06 $GEV bulls probably didn’t see this coming… https://t.co/rVRcNDE52K

GE Vernova: The Company that sells electricity's Picks & Shovels

GE Vernova (GEV) supplies turbines, grid equipment and power systems as AI data centers add 15 GW of demand over the next year.

GEV $220B

Glocal Investor Aug 23

@RagingVentures Jul 21

Raging Capital Ventures on X

@gamesblazer06 I’m short $CAT and $GEV

Blue Chips

Project Kilby, a planned Texas behind-the-meter data center twice Project Stargate’s size, would reshape Permian gas flows and boost demand…

GEV $220B

Doomberg Jul 7

@ActAccordingly Jun 1

PAA Research on X

Not sure what to think about the action in the $SMH and $NVDA ecosystem names ripping higher as $GEV and $ENR giving back ALL of their gains since they reported 1Q26 results. Notable at the very least.

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