GE Vernova

GE Vernova is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States.

Manufactures power transformers, grid switchgear, and gas turbines that connect AI data centers to the electrical grid.

Ticker
NYSE: GEV
Headquarters
United States
Revenue
$38.1B (FY2025) · +9.0% YoY
Net income
$4.9B
Operating margin
3.6%
Market position
leader
Value-chain segment
Power & Cooling
Key products
Power transformers (Prolec GE), Grid switchgear, GridOS grid orchestration software, Gas turbines for data-center power generation, Solid-state transformers

About GE Vernova

GE Vernova, headquartered in United States, operates in the Power & Cooling segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Power transformers (Prolec GE), Grid switchgear, GridOS grid orchestration software, Gas turbines for data-center power generation, Solid-state transformers.

Role in the chain

GE Vernova is a market leader in AI & Data Center (Power & Cooling), headquartered in United States. Manufactures power transformers, grid switchgear, and gas turbines that connect AI data centers to the electrical grid.

Diligence questions

  1. GE Vernova is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
  2. GE Vernova is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  3. GE Vernova trades as NYSE:GEV. What does the latest reported period say about capacity and backlog versus the graph position above?
  4. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for GE Vernova

Key products

  • Power transformers (Prolec GE)
  • Grid switchgear
  • GridOS grid orchestration software
  • Gas turbines for data-center power generation
  • Solid-state transformers

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Sources

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Cite as: wafergraph, “GE Vernova — supply chain, financials & market position”, https://wafergraph.com/company/ge_vernova (data as of 2026-10-04).

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