GE Vernova (GEV) Plays Key Role in AI Data Center Power Demand

GE Vernova Inc. (GEV) is drawing fresh investor interest amid growing power demands driven by artificial intelligence data centers. The company develops technologies and services across the electricity ecosystem — including gas, nuclear, wind, solar, and grid management solutions — positioning it as a key player in the AI infrastructure buildout.

Investment managers such as Carillon Scout Mid Cap Fund have highlighted GE Vernova’s exposure to this trend. In their Q2 2025 investor letter, the fund underscored the company’s role in meeting rising electricity needs through gas turbines, nuclear plant systems, and small modular reactor technology.

Meanwhile, James Van Geelen of Citrini Research noted that facilities like the Stargate data center in Texas are driving natural gas demand. The project reportedly uses 35-megawatt turbines from GE Vernova and Caterpillar’s Solar Turbines, illustrating how AI infrastructure is influencing the broader energy landscape.

As AI data center expansion accelerates, GE Vernova’s diversified energy portfolio offers investors exposure to one of the sector’s fastest-growing themes — power generation for AI infrastructure. While the stock’s potential is noteworthy, analysts caution that other AI-linked equities may offer higher near-term growth prospects depending on valuation and risk tolerance.