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GE Vernova

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 5, 2025 by Shayle Kann · said 12 times in 6 episodes since 2025 · across every show →

Mentions by year

brought up most by Tony Brough (4), Shayle Kann (4), Varun Sivaram (1), Julio Friedmann (1), Jeremy Eliahu-Ontiveros (1), Brian Janous (1)

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001.51.53320252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 9 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about GE Vernova, oldest first

Jun 5, 2025 bullish
Assertion Supported
Kann: Turbine makers Mitsubishi, Siemens, and GE Vernova are sold out
“Between the relaxation of emissions constraints and the rapid load growth that we've discussed innumerable times on this podcast before, perhaps the biggest winners are the companies like Mitsubishi, Siemens, and GE Vernova who make turbines. Of course, one re…”
Shayle Kann Jun 5, 2025 ▶ 2:32 The gas turbine crunch
Sep 3, 2026 neutral
Assertion Not checkable as stated
Janous: GE Vernova builds 2.6 GW capacity for one-gigawatt data center
“In fact, I was talking to Someone from GE Vernova yesterday, and he was talking about for this gigawatt data center, they're having to build 2.6 gigawatts of capacity across generation and batteries and everything else.”
Brian Janous Sep 3, 2026 ▶ 25:47 What comes after the data center backlash?
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