GE Vernova, every mention
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every year anyone Tony Brough 4Shayle Kann 4Varun Sivaram 1Julio Friedmann 1Jeremy Eliahu-Ontiveros 1Brian Janous 1
Verbatim, from the transcripts: the passages where GE Vernova comes up
What comes after the data center backlash?
- ▶ 25:50 Brian Janous Someone from, uh, uh, 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.
Inside the AI power wars
- ▶ 42:42 Jeremy Eliahu-Ontiveros Uh, you know, which I think is a pretty bold, uh, sort of idea because, you know, everyone is sort of like, you know, GEV, infinity and whatnot.
The rise of flexible data centers
- ▶ 35:24 Varun Sivaram It may be operated through the software systems of a Siemens or an Eaton or a GE Vinova, all of whom actually just entered this round in Emerald AI that you led, Shail.
Who benefits from the AI power bottleneck?
- ▶ 12:22 Shayle Kann They, you know, if the world doesn't solve it, I should say, they are probably better positioned than anybody to snatch up the scarce resource that is the available power supply, in the sense that, like, if they are going to be forced to…
The gas turbine crunch
- ▶ 2:32 Shayle Kann 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…
- ▶ 3:44 Tony Brough You know, uh, General Electric and even Westinghouse at the time, now owned by Siemens. 2 times in the scene
- ▶ 9:27 Tony Brough I mean, certainly, all of the OEMs are investing in the future for new production capabilities, particularly Siemens and General Electric, or GE, uh, GE Verneau, I should say.
- ▶ 18:12 Shayle Kann On the timeline side, you know, we hear about folks like GE Venova being sold out through twenty-twenty-nine with an order book behind that that sort of, you know, they can, they can sell as much as they can build, at least at the moment,…
- ▶ 29:27 Tony Brough GE Vernova for their renewable, uh, mobile units, and for MHI Aeropower for their mobile units.
- ▶ 30:19 Shayle Kann Gigawatts worth of GE Vernova turbines.
Serving data center load with carbon capture
- ▶ 27:49 Julio Friedmann Uh, one that has already hit the airways that you've seen is this partnership between Chevron, GE Verona, and Engine No.