GE Vernova: The Warning Signs That Nobody Is Paying Attention To Right Now
GE Vernova (GEV) plays a key role in the AI infrastructure buildout as energy becomes a critical constraint for data center expansion, with a backlog growing over 30% year-over-year to $163 billion and a target of $200 billion by 2027. The company benefits from strong pricing power and a razor-and-blade business model that drives both equipment sales and recurring high-margin service revenue. Despite these positives, the article suggests there are underappreciated risks or warning signs that investors may be overlooking.
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