What GE Vernova makes for data centers
public · HQ Cambridge, United States · gevernova.com
GE Vernova makes large power transformers and HV switchgear and breakers, including SF6-free switchgear under its g3 line, for grid and substation equipment feeding data center campuses. It also makes gas turbines (LM2500, LM6000, 7HA) for onsite and behind-the-meter power generation, HVDC and STATCOM transmission equipment, and, through a joint venture with Hitachi, the BWRX-300 small modular reactor. It was spun off from General Electric in 2024.
Listing
US exchanges (NYSE/Nasdaq): GEV· 815 USD -0.99% · mkt cap 217.1B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
10 parts across 2 layers · 2 constrained
No disclosed data-center revenue share on file.
Parts, by layer
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Large power transformers (345–765 kV) & substationsconstrained | manufacturer | inferred | CG Power, Hyosung Heavy, Hyundai Electric, Končar, LS Electric, Mitsubishi Electric | |
| HV switchgear, GIS, breakers, protection relays | manufacturer | inferred | Schneider Electric, ABB, Eaton, Hyosung Heavy, Hyundai Electric, Mitsubishi Electric | |
| MV switchgear, E-houses, power skids | manufacturer | inferred | Schneider Electric, ABB, Eaton, Mitsubishi Electric, Nari, Powell | |
| Relays | manufacturer | inferred | Schneider Electric, ABB, Siemens, Schweitzer Engineering Laboratories (SEL) | |
| SF6-free | manufacturer | disclosed | ABB, Siemens Energy, Hitachi Energy | g3 |
Layer 8 — Power generation & energy supply
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Gas turbines (onsite / behind-the-meter) & HRSGsconstrained | manufacturer | inferred | Baker Hughes, Doosan Enerbility, Kawasaki Heavy, Mitsubishi Heavy Industries, Siemens Energy, Ansaldo Energia | LM2500; LM6000; 7HA |
| Developers | developer | inferred | Nano Nuclear, NuScale, Oklo, Rolls-Royce, Aalo, Blue Energy | Hitachi BWRX-300 — with Hitachi Vantara |
| Wind | manufacturer | disclosed | Goldwind, Nordex, Siemens Energy, Vestas, Envision | |
| HVDC | manufacturer | inferred | Furukawa, Mitsubishi Electric, NKT, Nexans, Prysmian, Siemens Energy | |
| STATCOM and synchronous condensers | manufacturer | inferred | ABB, AMSC, Siemens Energy, WEG, Hitachi Energy, Ingeteam |
Where GE Vernova sits in the stack
GE Vernova's placements in this catalog cover 10 parts, from layer 7 (electrical: power distribution (grid to rack)) to layer 8 (power generation & energy supply). 2 of them are tagged constrained, meaning a sourced shortage rather than a long lead time. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Large power transformers (345–765 kV) & substationsconstrained — Grid-scale transformers and switchyards that step transmission voltage down to what a data center campus can use, plus the substation civil works around them.
- Gas turbines (onsite / behind-the-meter) & HRSGsconstrained — Combustion turbines burning natural gas (or dual-fuel), paired with heat-recovery steam generators, used to generate power onsite or behind the meter at a data center campus.
- HV switchgear, GIS, breakers, protection relays — The high-voltage switching, protection, and fault-isolation gear between the substation transformers and the campus's medium-voltage distribution, including gas-insulated (GIS) designs for compact sites.
- Relays — Protection relays that detect electrical faults on HV circuits and trigger the associated breakers to isolate them.
- SF6-free — Breaker and switchgear designs that replace the potent greenhouse gas SF6 as an insulating medium, offered as an alternative to conventional gas-insulated switchgear.
- and 5 more in the table above.
Closest peers in this catalog
From the blog
Questions about GE Vernova
- What does GE Vernova make for AI data centers?
- This catalog places GE Vernova on 10 parts: Large power transformers (345–765 kV) & substations (manufacturer), HV switchgear, GIS, breakers, protection relays (manufacturer), MV switchgear, E-houses, power skids (manufacturer), Gas turbines (onsite / behind-the-meter) & HRSGs (manufacturer), Relays (manufacturer), SF6-free (manufacturer), Developers (developer) and Wind (manufacturer), and 2 more.
- Is GE Vernova publicly traded?
- Yes — GE Vernova is listed on US exchanges (NYSE/Nasdaq) under GEV. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is GE Vernova based?
- Cambridge, United States, per the company record in this catalog.
- Who else makes large power transformers (345–765 kV) & substations for AI data centers?
- CG Power, Hyosung Heavy, Hyundai Electric, Končar, LS Electric and Mitsubishi Electric are also placed on Large power transformers (345–765 kV) & substations in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For GE Vernova the mix is 2 disclosed and 8 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.gevernova.com · www.gevernova.com.· Markdown · JSON