- Entry
- $957.63
- Now
- $999.98 +4.4%
- Target
- —
- Score
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# GEV: AI Needs More Than Chips — It Needs Power **GE Vernova (GEV) trades around $955.** GEV is increasingly becoming a direct beneficiary of the multi-year power infrastructure buildout driven by AI data centers, grid modernization and global electricity shortages. In Q2 2026, orders reached **$24.2B, up 88% organically**, while revenue rose 22% to $11.1B. Backlog reached roughly **$176B**. Gas Power equipment backlog and slot reservations increased to 116 GW, with management expecting at least 125 GW by year-end. …
— ORIGINAL POST ·
GEV: AI Needs More Than Chips — It Needs Power
· r/ValueInvesting
· Sep 25, 2026