How GE Vernova builds the massive gas turbines powering the AI data center boom

Impact · against what's priced in

GE Vernova sees a significant catalyst from AI-driven demand, with a full order book through 2029 and pricing power that has driven turbine costs up 300%. Other mentioned firms like Micron, ON Semiconductor, and Synaptics benefit from independent strategic developments in memory margins and physical AI partnerships.

GEV+0.80

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