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GE Vernova Inc.
Industrials · Heavy Electrical Equipment
Gas turbines + grid equipment + nuclear services. The "picks-and-shovels" of every datacenter PPA - GEV's F-class turbines + transformer / HV switchgear are critical-path equipment.
No major news in the last 7 days for GEV - only listicles and opinion pieces, which we filter out by default. See everything anyway.