Analyst Says GE Vernova (GEV) a Top Defensive Stock Pick for AI Revolution - Here's Why

We recently published 10 Stock News You Can’t Miss As Investors Watch AI Trade Momentum. GE Vernova Inc. (NYSE:GEV) is one of the stock news you can't miss.

Jordan Blashek from Perimeter Acquisition explained in a recent program on Schwab Network why he likes GE Vernova Inc (NYSE:GEV). The analyst believes energy will be a “chokepoint” in the AI boom amid rising demand and limited supply.

“We like to look for are the picks and shovels of the AI revolution and especially as they apply to energy as well as companies that are benefiting from the re-industrialization of America. As we think about securing our supply chains against China, we’re going to be looking for companies that do things here that are vital inputs into the AI revolution. So on something like GE Vernova Inc (NYSE:GEV), they make a lot of the wind turbines, the transformers, the various parts of the electricity grid that are going to be vital. And so we see that as a good defensive safe bet as a pick and shovel for the AI revolution.”

Carillon Scout Mid Cap Fund stated the following regarding GE Vernova Inc. (NYSE:GEV) in its second quarter 2025 investor letter:

“GE Vernova Inc. (NYSE:GEV) provides technologies and services for generating, converting, storing, and managing electricity, including gas, nuclear, wind, solar, and grid solutions. As with Quanta Services, investors see significant electricity demand growth led by AI data centers, in addition to other drivers. Led by increasing demand for gas turbines, earnings expectations continue to trend higher as GE Vernova’s backlog already stretches into the next decade. Also, as nuclear power is being reconsidered, nuclear power plant turbines and small modular reactors could add additional growth. We see significant opportunities for this market leader to support power demand growth.”

While we acknowledge the potential of GEV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.