GE Vernova manufactures gas turbines and power-generation infrastructure, and works with NVIDIA and partners to supply power for AI data centers.
The largest gas-turbine maker and one of three OEMs controlling roughly two-thirds of turbine capacity under construction; its slot reservations, now booking into 2031, are the binding constraint on behind-the-meter power for data centers, and its Electrification unit sells the transformers and switchgear behind them.
13 signals name GE Vernova. Members see all of them, filtered by topic, source and date.
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GE Vernova manufactures gas turbines and power-generation infrastructure, and works with NVIDIA and partners to supply power for AI data centers. The largest gas-turbine maker and one of three OEMs controlling roughly two-thirds of turbine capacity under construction; its slot reservations, now booking into 2031, are the binding constraint on behind-the-meter power for data centers, and its Electrification unit sells the transformers and switchgear behind them.
GE Vernova ranks 16 of 100 on the AI Infra 100 (November 2026 edition) with a score of 96 out of 100, in Generation for data centers (Power, cooling & thermal). Assessment by Frontier Tech Intelligence.
Bloom Energy (rank 54).
GE Vernova is based in Cambridge, Massachusetts, United States.
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