GEV 1M mountain GE Vernova, 1 month "Through its robust portfolio of equipment and service offerings, we believe GE Vernova is in prime position to benefit from the 'Energy Transition Trifecta,'" Morgan Stanley analysts Andrew Percoco and Asmita Baskar told clients in a research note this month. This trifecta is growing electricity demand, power grid reliability and the need to slash carbon emissions. Electricity demand from data centers and artificial intelligence is expected to more than double to 8% of total U.S. consumption by 2030, according to a Goldman Sachs report from April.