GE Vernova

GE Vernova supplies gas turbines, grid transmission equipment, and electrification hardware used to generate, move, and manage electricity for data centers. Its Grid Solutions unit builds substations and switchgear for AI campuses worldwide.

Ecosystem functionThe dominant incumbent grid-equipment supplier, distinguished by owning both power generation (gas/nuclear turbines) and transmission hardware needed to energize AI campuses.

Business modelSells turbines, grid hardware, and services