GE Vernova (GEV)
Gas turbines + HVDC/grid equipment. Multi-year turbine backlog driven by hyperscaler demand. Largest single DC power beneficiary of 2025.
- Ticker: GEV
- Sector: power equipment (turbines grid)
- DC exposure tier: mid
GE Vernova (GEV) is a moderate-exposure data-center supply-chain name in the power equipment sector. Data Center Index tracks GE Vernova's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Gas Power gas-turbine orders increasingly tied to DC capacity additions; mgmt highlights DC as a growth thesis but the Power and Wind segments still serve a much broader utility customer base.
Tracked GE Vernova data center projects
- Hyperion AI DC (Louisiana) — 5.0 GW, Richland Parish, LA · under construction
- Meta Hyperion — 2.3 GW, Holly Ridge, LA · operational
- OpenAI Stargate Shackelford — 2.0 GW, Abilene, TX · operational
- Stargate I — 1.2 GW, Abilene, TX · under construction
- OpenAI Stargate Abilene — 1.2 GW, Abilene, TX · operational
- Crusoe Abilene Expansion — 941 MW, Abilene, TX · operational