Who GE Vernova buys from and sells to
Builds gas turbines, wind turbines, grid equipment and nuclear reactors, and services the installed fleet.
Part of Power Grid and Clean Energy Infrastructure spending
Buys from 4
- HowmetHWMturbine blade and vane castings
- Berkshire Hathaway (Precision Castparts)BRK-Bcastings and forgings for gas turbine hot sections
- Consolidated Precision Productsturbine castings, about a quarter of GE's needs
- Hitachipartner in the BWRX-300 reactor and nuclear fuel ventures
Sells to 5
Where the chain could break
- Turbine output capped by a few casting and forging suppliers; ramp to 24 GW in 2028 depends on them
- Gas turbine slots largely sold out to 2030; ~20% of gas backlog tied to data-centre load
- Offshore wind exposed to US permitting reversals and stop-work orders
Competes with
- Siemens EnergySMEGFheavy-duty gas turbines and grid equipment
- Mitsubishi HeavyMHVYFlarge gas turbines for the same utility orders
- VestasVWDRYonshore wind turbines
- HitachiHTHIYtransformers and HVDC through Hitachi Energy
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.