GE Vernova and the Gas Turbine Boom

Nuclear power is the clean, firm energy hyperscalers say they want, and it takes about a decade to build. When AI data center demand exploded across 2023 and 2024, developers needed reliable electricity now, not in ten years. Solar and wind build fast but run intermittent. What scales quickly with a proven supply chain? Gas turbines. GE Vernova, the power spinout of GE, found order books filling years out, customers paying premiums just for earlier delivery slots, and its backlog and stock price both surging.

The irony is that gas is the destination nobody actually wants. This case sharpens a pattern that recurs in every technological transition, and how operators decide what to build when the urgent need and the ideal solution are on different clocks. Open the app to spot the bridge your own customers are buying out of necessity, and ask who owns it.