▶ 17:36 · $GEV · GE Vernova positioned as 'TSMC of power' with $7B Microsoft/OpenAI deals and orders booked through 2031

episode briefing

Elon's $1 Billion Bet Reveals the Next AI Trade

2026-07-22 · 8 company · 10 thematic

sentiment

7 bull0 bear1 neu

speakers

ejaaz

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

josh kale

quote

“G Venova is kind of like the uh the TSMC of power, dare I say... We're talking about $7 billion deals with Microsoft. We've got OpenAI being one of their primary customers... orders doubled year-over-year to $7.1 billion... taking orders a…”

—josh kale

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