COMPANIES · ENERGY & GRID
GE Vernova
In the AI Economy Index: Major, 0.87% (as of 2 October 2026)
Designs and manufactures power-generation equipment, including gas turbines, and grid technology, spun off from General Electric.
Designs and manufactures power-generation equipment, including gas turbines, and grid technology, spun off from General Electric.
Gas-turbine orders have surged as utilities and data-center developers race to add power capacity for AI, making it a bottleneck supplier for new electricity generation.
Sells power-generation equipment (including gas and wind turbines), grid technology and related services.
United States
Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (6)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (1)
Source: 2026-03-31 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes a simulation/technology alignment only; does not establish a supply contract, financial terms, or exclusivity between the two companies.
Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power-Flexible AI Factories to Fortify the Grid ↗Dated or announced (5)
Source: 2026-06-22 · reviewed 2026-09-20
Evidence: Secondary reporting (unconfirmed by primary parties) · Project and turbine order announced June 2026; plant not yet operating
Limits: Based on media reporting of a project announcement; does not establish contract value, delivery date, full turbine specification, or completion; third-party developer Chevron is also involved and is not a company on this map.
Microsoft and Chevron plan one of the largest gas-powered data center projects in US ↗Source: 2025-07-22 · reviewed 2026-09-22
Evidence: Primary-source statement · Announced / planned
Limits: Does not confirm installation or operational status of the turbines, specific site location, or total contract value.
GE Vernova and Crusoe announce major 29-unit aeroderivative gas turbine deal to deliver power to AI data centers ↗Source: 2025-02-26 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of a venture; does not establish turbine order values, project timing, that plants will be built, or which data centers would buy the power.
NRG Energy, GE Vernova and Kiewit accelerating new generation capacity to support demand growth ↗Source: 2025-01-27 · reviewed 2026-09-20
Evidence: Secondary reporting of an on-record executive statement · Partnership announced on earnings call; new capacity not expected online before 2030
Limits: Describes a development-stage collaboration framework, not any specific built or contracted plant; no named data-center offtaker is confirmed and timelines extend to 2030 or later.
NextEra partners with GE Vernova to build 'gigawatts' of gas generation ↗Source: 2025-01-27 · reviewed 2026-09-26
Evidence: Primary-source statement · Contract awarded; delivery not confirmed
Limits: A contract award for one component on one project; does not establish contract value, delivery, or any data-center use of the reactor's power.
GE Hitachi awards contract for BWRX-300 reactor pressure vessel to BWXT ↗GE Vernova company overview ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.43, released .