Vertiv, GE Vernova earnings: How AI data centers are bypassing America's grid

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley take a closer look at GE Vernova's (GEV) and Vertiv's (VRT) latest earnings results, especially as they relate to AI demand. Video Transcript 00:00 Speaker A GE Renova and Vertiv, both coming out with their earnings this morning, both putting up really strong numbers, both getting a nice little bounce on their stock off the back of that. Starting with GE Renova, which makes uh natural gas turbines, other power equipment, electrification equipment. Their orders up 96% organically. Power orders in their power division specifically, up 178% organically year-on-year, and most of that driven, they say, by their gas equipment, by those turbines.