GEV-initiation-William Blair-The Reality Behind AI Is Natural Gas, Gas Turbine Power_29Aug2024

Key Points

• William Blair thesis: Natural gas and gas turbines powering AI infrastructure
• Intermittency of renewables necessitates dispatchable power sources
• GE Vernova positioned as key beneficiary of natural gas buildout
• Datacenter power demand growth outpacing renewable capacity

Source

• File: GEV-initiation-William Blair-The Reality Behind AI Is Natural Gas, Gas Turbine Power_29Aug2024.pdf
• Location: Dropbox/2. Semi/_Individual Stock/2. Power & Energy/GE Vernova/

Related

• GEV