{
 "ticker": "GEV",
 "name": "GE Vernova",
 "url": "https://grantbishop.pages.dev/index/GEV",
 "sells": "GE Vernova makes equipment and provides long-term services for companies that generate electricity and feed it onto the grid.",
 "why": "We follow it because the power needed to run AI, rather than the chips, now sets the pace of data center construction, and the company supplies or moves that power.",
 "questions": [
  {
   "slug": "power",
   "question": "Who supplies the power?",
   "url": "https://grantbishop.pages.dev/index/q/power"
  }
 ],
 "tests": [
  {
   "id": "W-3",
   "claim": "Spare rented computing capacity moves work around; it does not cancel new power and cooling construction, which follows capital spending, not chip scarcity.",
   "url": "https://grantbishop.pages.dev/claims/spare-compute-does-not-stop-power-building"
  }
 ],
 "reports_next": null,
 "latest_disclosed": {
  "form": "10-Q",
  "filed": "2026-07-22",
  "period": "2026-06-30",
  "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm"
 },
 "disclosed": [
  {
   "date": "2026-10-28",
   "figure": "$197 billion",
   "what": "GE Vernova backlog $197 billion",
   "source": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000162/gevpressrelease3q26.htm"
  },
  {
   "date": "2026-10-28",
   "figure": "$20 billion",
   "what": "GE Vernova backlog grew $20 billion sequentially",
   "source": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000162/gevpressrelease3q26.htm"
  },
  {
   "date": "2026-09-09",
   "figure": "2.2%",
   "what": "EIA generation growth forecast",
   "source": "https://www.eia.gov/pressroom/releases/press592.php"
  },
  {
   "date": "2026-09-09",
   "figure": "4,368",
   "what": "EIA record generation forecast",
   "source": "https://www.eia.gov/pressroom/releases/press592.php"
  },
  {
   "date": "2026-07-22",
   "figure": "100",
   "what": "GE Vernova gas-power backlog plus slot reservations, start of quarter",
   "source": "https://www.gevernova.com/news/press-releases/ge-vernova-reports-second-quarter-2026-financial-results-raises-2026-financial"
  },
  {
   "date": "2026-07-22",
   "figure": "116",
   "what": "GE Vernova gas-power backlog plus slot reservations, Q2 2026",
   "source": "https://www.gevernova.com/news/press-releases/ge-vernova-reports-second-quarter-2026-financial-results-raises-2026-financial"
  },
  {
   "date": "2026-07-22",
   "figure": "125",
   "what": "GE Vernova expected gas-power backlog and reservations target",
   "source": "https://www.gevernova.com/news/press-releases/ge-vernova-reports-second-quarter-2026-financial-results-raises-2026-financial"
  },
  {
   "date": "2026-07-22",
   "figure": "20",
   "what": "GE Vernova annual gas turbine output",
   "source": "https://www.gevernova.com/news/press-releases/ge-vernova-reports-second-quarter-2026-financial-results-raises-2026-financial"
  },
  {
   "date": "2026-07-22",
   "figure": "24",
   "what": "GE Vernova annual gas turbine output plan",
   "source": "https://www.gevernova.com/news/press-releases/ge-vernova-reports-second-quarter-2026-financial-results-raises-2026-financial"
  },
  {
   "date": "2026-07-22",
   "figure": "30",
   "what": "GE Vernova annual gas turbine output plan",
   "source": "https://www.gevernova.com/news/press-releases/ge-vernova-reports-second-quarter-2026-financial-results-raises-2026-financial"
  },
  {
   "date": "2026-07-22",
   "figure": "$5 billion",
   "what": "GE Vernova data-center orders in Electrification",
   "source": "https://www.gevernova.com/news/press-releases/ge-vernova-reports-second-quarter-2026-financial-results-raises-2026-financial"
  }
 ],
 "check": "Revised after a check against the company's own annual filing.",
 "log": [
  {
   "date": "2026-10-19",
   "note": "Figures added from \"Is the AI build now waiting on the plug rather than the chip?\"."
  },
  {
   "date": "2026-10-19",
   "note": "Entry rewritten in plain words: what the company sells, and why we follow it."
  },
  {
   "date": "2026-10-12",
   "note": "Verified against the 10-Q filed 2026-07-22 at launch."
  }
 ],
 "living_report": {
  "report": false,
  "last_revised": null,
  "next_disclosure": null,
  "timeline": [
   {
    "form": "10-Q",
    "filed": "2026-10-28",
    "period": "2026-09-30",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/gev-20260930.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-10-28",
    "period": "2026-10-28",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000162/gev-20261028.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-08-27",
    "period": "2026-08-25",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000153/gev-20260825.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2026-07-22",
    "period": "2026-06-30",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000148/gev-20260630.htm",
    "what_it_said": "GE Vernova reported second-quarter results on July 22, 2026, and raised its 2026 guidance.",
    "from_piece": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid"
   },
   {
    "form": "8-K",
    "filed": "2026-07-22",
    "period": "2026-07-22",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000147/gev-20260722.htm",
    "what_it_said": "GE Vernova reported second-quarter results on July 22, 2026, and raised its 2026 guidance.",
    "from_piece": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid"
   },
   {
    "form": "8-K",
    "filed": "2026-05-22",
    "period": "2026-05-20",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000115/gev-20260520.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2026-04-22",
    "period": "2026-03-31",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000064/gev-20260331.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-04-22",
    "period": "2026-04-22",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000063/gev-20260422.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-02-04",
    "period": "2026-02-02",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000114036126003735/ef20064707_8k.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-K",
    "filed": "2026-01-29",
    "period": "2025-12-31",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000015/gev-20251231.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-01-28",
    "period": "2026-01-28",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000012/gev-20260128.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-01-21",
    "period": "2026-01-21",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000004/gev-20260121.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2025-10-22",
    "period": "2025-09-30",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000160/gev-20250930.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2025-10-22",
    "period": "2025-10-22",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000159/gev-20251022.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2025-07-23",
    "period": "2025-06-30",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000133/gev-20250630.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2025-07-23",
    "period": "2025-07-23",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000132/gev-20250723.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2025-05-16",
    "period": "2025-05-14",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000115/gev-20250514.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2025-04-23",
    "period": "2025-03-31",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000073/gev-20250331.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2025-04-23",
    "period": "2025-04-23",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000072/gev-20250423.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-K",
    "filed": "2025-02-06",
    "period": "2024-12-31",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000011/gev-20241231.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2025-01-22",
    "period": "2025-01-22",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681025000004/gev-20250122.htm",
    "what_it_said": null,
    "from_piece": null
   }
  ],
  "history": []
 },
 "market": {
  "rule": "Each figure is kept only where Massive and Yahoo agree on it to the cent; a figure they do not agree on is null. Dated, not live. The market value and the forward multiple are computed from the close.",
  "last_close": {
   "value": 774.11,
   "currency": "USD",
   "as_of": "2026-11-06",
   "providers": [
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    "Yahoo"
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  },
  "day_range": {
   "low": 751.25,
   "high": 821.5,
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   "as_of": "2026-11-06",
   "providers": [
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    "Yahoo"
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  },
  "range_52_week": {
   "low": 530.16,
   "low_date": "2025-11-21",
   "high": 1195.94,
   "high_date": "2026-07-06",
   "sessions": 251,
   "currency": "USD",
   "as_of": "2026-11-06",
   "providers": [
    "Massive",
    "Yahoo"
   ]
  },
  "market_value": {
   "value": 204889163561,
   "currency": "USD",
   "as_of": "2026-11-06",
   "computed": "the last close times the shares outstanding on the filing cover",
   "shares": {
    "count": 264677066,
    "as_of": "2026-09-30",
    "form": "10-Q",
    "filed": "2026-10-28",
    "url": "https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/"
   }
  },
  "forward_multiple": null,
  "checked_at": "2026-11-10 03:15:40"
 },
 "exhibits": null,
 "mentions": [
  {
   "date": "2026-10-31",
   "slug": "worst-week-technology-shares-since-june",
   "headline": "Technology's bad week fell on the spenders, not the builders",
   "url": "https://grantbishop.pages.dev/pieces/worst-week-technology-shares-since-june",
   "line": null,
   "idea": {
    "id": "W-6",
    "text": null,
    "url": "https://grantbishop.pages.dev/claims/ai-spending-ahead-of-revenue"
   }
  },
  {
   "date": "2026-10-19",
   "slug": "sets-pace-ai-build-chips-grid",
   "headline": "Is the AI build now waiting on the plug rather than the chip?",
   "url": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid",
   "line": null,
   "idea": null
  }
 ],
 "note": "Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.",
 "license": "Free to cite with a link."
}