Bold Names The World’s Tech Giants Are Running Out of Power. This CEO Plans to Deliver.
40 snips
Nov 14, 2025 
Scott Strazik, CEO of GE Vernova, discusses the booming electricity demand driven by AI and data centers. He highlights the pivotal role of gas turbines in meeting variable energy needs and explains how small modular nuclear reactors could contribute to future energy production. Strazik also explores the extensive investments in manufacturing and R&D necessary to scale up, and outlines the challenges posed by permitting and infrastructure limitations. His insights paint a picture of a transformative energy landscape brimming with opportunities.
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GE Vernova's Core Energy Role
- GE Vernova supplies technologies across gas, nuclear and wind and supports over half of U.S. daily electricity through its customers.
- The company focuses on applying the right technology where resources exist to serve the grid at scale.
Why Gas Turbines Matter Now
- Gas turbines offer high power density and can ramp output quickly to follow changing loads.
- That fast ramp capability makes gas turbines especially well suited to support modern grid dynamics.
A New Electrification Buildout
- Electricity demand is entering a growth phase driven by chip fabs, data centers and electrification of industry and transport.
- This resembles mid-20th-century buildouts and requires building large new capacity over the next decade-plus.