The rise of artificial intelligence (AI) is not only benefiting large and famous technological corporations such as NVIDIA and Microsoft, but also positively impacting companies less linked to the sector, such as Ge Vernovawhich arose from the General Electric division.
The company’s shares jumped 15% in the New York Stock Exchange this Wednesday after the presentation of solid quarterly balances that, curiously, they presented a clear advantage thanks to artificial intelligence.
Artificial intelligence improves the situation of the company
GE Vernova registered net profits adjusted per share of US $ 1,78, compared to the average estimates of US $ s1,55 analysts. Meanwhile, the revenues of US $ 9,110 million also exceeded the forecasts of US $ 8,800 million.
In addition, the company reported that their orders for gas turbines and other equipment increased since they are used for data centers that require a huge amount of electricity.
“We have already received almost $ 500 million in orders in the first half of 2025, compared to US $ 600 million throughout 2024, so this growing market continues to accelerate,” said the executive director Scott Strazik To analysts during the presentation of Balances.
Promoted by the strength of the gas service business, steam services orders, keys to support nuclear energy, registered a 30% increase in the quarter.
Ge Vernova and his link with artificial intelligence
It should be noted that Nuclear energy is consolidated as a strategic source of electricity For large digital infrastructure providers, such as Amazon, Microsoft, Google and Metawhich explore all possible energy options to sustain the growing demand for artificial intelligence.
These companies, known as Big Tech hyperscaders for operating data centers in the cloud and the global scale, announced joint investments for an accumulated total of US $ 325,000 million in 2025, in their career to expand their operational capacity.
In this context, Wall Street projects that the GE VERNOVA order portfolio, that is, already insured contracts, is emerging as one of the great winners of the boom in the construction of data centers.
“We believe that the extended portfolio of equipment and services of Ge Vernova, which grew more than US $ 14,000 million annually until reaching US $128,700 million, supports the visibility of long -term sales and improves our confidence in the margin of the company and the profit growth potential per share,” he said Daniel Richanalyst at Cfra Research.
Source: Ambito
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