GE Vernova Inc

GE Vernova designs and supplies the BWRX-300 small modular reactor through its GE Hitachi Nuclear Energy unit, alongside nuclear steam turbines and grid infrastructure solutions. It plays a pivotal role in the nuclear renaissance by offering a factory-built boiling water reactor that promises lower costs and faster deployment than traditional large reactors, targeting data centers and industrial power needs. Its turbine expertise also supports upgrades to existing fleets, bridging legacy nuclear assets with new SMR builds to meet rising clean energy demand.

In the last 12 months, GE Vernova spun off from GE in April 2024, secured BWRX-300 selections in Poland and the UK, and advanced Ontario's first unit toward 2029 operation. It also won turbine contracts for gas-nuclear hybrid projects. Key risks include regulatory delays for SMR licensing, supply chain bottlenecks for specialized components, execution challenges on first-of-a-kind deployments, and competition from rivals like NuScale and Westinghouse.

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