When investors think about the AI trade, they often think of specialized chips, memory, critical software, or neoucloud companies. But it is increasingly becoming an electricity and power story.
GE Vernova (GEV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
In the most recent trading session, GE Vernova (GEV) closed at $1, indicating a -3.45% shift from the previous trading day.
GEV trades at a premium after an 80% YTD surge, but gas turbine demand, AI data centers and raised 2026 guidance support its bullish case.
Recently, Zacks.com users have been paying close attention to GE Vernova (GEV). This makes it worthwhile to examine what the stock has in store.
The explosive growth in artificial intelligence (AI) is triggering a massive data center investment cycle and fundamentally reshaping infrastructure design. Nvidia (NVDA) anchors this shift, accelerating a transition toward next-gen 800-volt direct current (VDC) data centers slated for commercial rollout in 2027.
GE Vernova Inc. is positioned at the tightest bottleneck in the AI-driven power infrastructure cycle, with unmatched exposure to gas turbines and transformers. GEV's Q1 2026 results highlight surging demand: 71% YoY order growth, a record $163 billion backlog, and strong pricing power with hardware capacity reserved through 2030. Recent Prolec GE acquisition and electrification orders ($7.1B in Q1 2026) reinforce GEV's strategic grid position and long-term growth visibility.
Both GE Vernova and Public Service Enterprise stand to benefit from the rising power demand, AI growth and grid upgrades, which are reshaping opportunities.
The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV | GEV Price Prediction).
Power has become the bottleneck in the
GE Vernova (GEV) closed at $1 in the latest trading session, marking a -8.21% move from the prior day.
Here is how GE Vernova (GEV) and Liberty Energy (LBRT) have performed compared to their sector so far this year.