GE Vernova and Trump Team in Talks on Making More Gas Turbines

GE Vernova, one of three global manufacturers of the natural gas turbines crucial to powering the AI boom, said it is in frequent talks with the Trump administration about ramping up production.

Trump, utilities and big tech firms are all focused on gas to generate the ever-increasing amount of power needed for the data centers that run AI operations. GE Vernova has increased turbine production multiple times in the past 16 months but is still sold out through 2028.

“Of course we’re talking to them about our ability to add incremental electrons with consistency,” Chief Executive Officer Scott Strazik ...