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Analyst Bullish on GE Vernova (GEV) Amid ‘Early Stages’ of AI Revolution

We recently published Top 10 Trending Stocks to Watch Ahead of Nvidia Earnings. GE Vernova Inc. (NYSE:GEV) is one of the top trending stocks to watch ahead of Nvidia earnings.

James Demmert from Main Street Research said in a program on Schwab Network last month that GE Vernova is one of the companies that are needed in the AI revolution.

“We are in the early stages of a very real AI tech revolution. We need more AI chips, where Nvidia comes in. Companies like Palantir are using those chips to build these robust platforms. So we want to make sure we’re going in that direction. And let’s all face it, there’s not enough energy to drive all this AI, the EVs, and the crypto. So we need companies like GE Vernova Inc (NYSE:GEV) to help us build the grid.”

Parnassus Growth Equity Fund stated the following regarding GE Vernova Inc. (NYSE:GEV) in its Q1 2025 investor letter:

GE Vernova Inc. (NYSE:GEV), an energy equipment manufacturer, was impacted by concerns around the durability of AI and semiconductor spending and the durability of AI supply chain power needs.

GE Vernova has exceeded market expectations since its spin-off from General Electric in April 2024. As a global leader in the gas turbine market, it stands to gain from rising power demand, decarbonization and grid modernization. The experienced management team has executed effectively, positioning the company for a multiyear turnaround through organizational simplification, focused product offerings and cost reduction measures.”

While we acknowledge the risk and potential of GEV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GEV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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