The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

GE Vernova

On the map: The grid connection · Who runs the capacity · Power on site

Named in 4 pieces. Each entry below is that piece's own description of what the company makes, from its exposure map.

  1. The grid side

    Hitachi Energy, Siemens Energy and GE Vernova make large power transformers, high voltage switchgear and HVDC systems.

    The equipment queue: transformer and switchgear makers are building to keep the wait, not to end it · 7 October 2026

  2. The long-lead equipment

    Caterpillar, Cummins and Rolls-Royce make generators. Hitachi Energy, Siemens Energy and GE Vernova make transformers. Vertiv, Schneider Electric and Eaton make prefabricated power modules.

    Contracted, energised, running: how Abilene, Nebius and Jane Street's AI capacity really arrives · 25 September 2026

  3. Turbines

    GE Vernova, Siemens Energy, Mitsubishi Power and Ansaldo Energia make gas turbines.

    Building your own power: GE Vernova's queue, not the grid's, sets the date · 22 September 2026

  4. Backup on site

    GE Vernova makes turbines, Caterpillar generators, Bloom Energy fuel cells and Tesla Energy batteries.

    America rations the plug: who may be cut, who must hold on, who pays · 22 September 2026

This maps who operates in each layer. It is not a recommendation, and naming a company is not a view on its shares. Personal research, not investment advice.