GE Vernova
America's turbine and grid champion — sold out of gas turbines into the 2030s.
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Spun from GE in 2024, GE Vernova makes the H-class gas turbines, grid transformers and the BWRX-300 small modular reactor (through GE Vernova Hitachi). Its gas-turbine slots are reserved years ahead, much of it for data-center projects — the clearest industrial bottleneck in AI power.
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Record reviewed as of 2026-01-15 — see Methodology.