GE Vernova: From the "Declining Empire" to the Big Winner in the AI Energy Crisis

## Introduction

The current energy crisis has brought about a new era of electric power, with the electric power industry experiencing its largest "super cycle" since World War II. Amazon's spokesperson has publicly acknowledged that electricity is the biggest constraint for AWS. But what exactly is the severity of the current energy crisis? In this crisis, various types of energy companies, which have transformed from public utility stocks to capital darlings, have emerged as big winners, particularly GE Vernova. From being a "burden" of General Electric Group to becoming a big winner in the AI energy crisis, GE Vernova has seen a surge in its stock price, surpassing NVIDIA. In this article, we will delve into the history of GE Vernova, analyze its "three aces," and explore the driving factors behind the current energy super cycle.