{"id":734391,"date":"2026-06-30T07:21:23","date_gmt":"2026-06-30T07:21:23","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/734391\/"},"modified":"2026-06-30T07:21:23","modified_gmt":"2026-06-30T07:21:23","slug":"blackrock-flags-big-ai-trade-beyond-nvidia-amd-micron-ge-vernova-nysegev","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/734391\/","title":{"rendered":"BlackRock Flags Big AI Trade Beyond Nvidia, AMD, Micron – GE Vernova (NYSE:GEV)"},"content":{"rendered":"

GPUs, high-bandwidth memory and the silicon supply chain kept the machine going.<\/p>\n

\u2022 GE Vernova stock is showing upward bias. What\u2019s ahead for GEV stock?<\/a><\/p>\n

But the next leg of the AI economy may be less about what makes the machine bigger and more about what makes it alive. Electricity, power equipment, grid connections, turbines, transformers\u2026 the unglamorous yet essential business of getting electrons to data centers on time.<\/p>\n

BlackRock Investment Institute is now pointing investors toward that second-order trade.<\/p>\n

“The combined pressures of vulnerable energy supply and rising power demand are making energy security a durable investment theme, favoring infrastructure and critical bottlenecks,” the firm wrote in the recent note.<\/p>\n

Awakening the Growth<\/p>\n

The scale of the domestic reversal in the U.S. is staggering. According to Exponential View\u2019s June 25 report<\/a>, U.S. electricity net generation went essentially nowhere for 16 years, recording “\u00b10 growth” between 2008 and 2024.<\/p>\n

In comparison, the historical average addition between 1950 and 2008 was about 6 terawatt-hours per month, annualized.<\/p>\n

Now the line has snapped upward. Since 2024, U.S. electricity generation has been growing by roughly 9 TWh per month, a 50% jump over the old postwar average. A utility sector built for slow-moving forecasts has suddenly been asked to serve a hyperscaler economy running on 12- to 18-month deployment cycles. Still, the problem is not just demand, but the timing.<\/p>\n

Jumping the Power Queue<\/p>\n

That mismatch is giving rise to a parallel power system. <\/p>\n

Instead of waiting politely in the utility queue, hyperscalers and data center operators are planning to generate power directly on-site. ING estimates that more than 55 gigawatts of behind-the-meter capacity is planned for U.S. data centers, exceeding New York state\u2019s total installed capacity. About 75% of that planned U.S. on-site capacity is expected to come from natural gas turbines, engines and fuel cells.<\/p>\n

This reality is where the trade widens beyond Nvidia, AMD and Micron.<\/p>\n

The company\u2019s Electrification segment has also seen surging demand, including a record $2.4 billion in data center equipment orders in the first quarter of 2026, exceeding its prior full-year total.<\/p>\n

There is also a political catch. A recent Wood Mackenzie\u2019s analysis<\/a> describes the emerging fight as “a new politics of electricity.”<\/p>\n

U.S. residential power prices have risen more than 40% since 2021, and in Ohio \u2014 now a major data center hub \u2014 retail electricity prices rose 22% year over year. Consumers may not care whether the culprit is AI, weather, fuel, transmission, or old utility regulation. They just see the number on the bill.<\/p>\n

For that reason, the AI power trade is not a simple demand story. It is a bottleneck story, a permitting story, a local politics story, and increasingly, an energy security story.<\/p>\n

Photo: Shutterstock<\/p>\n","protected":false},"excerpt":{"rendered":"GPUs, high-bandwidth memory and the silicon supply chain kept the machine going. \u2022 GE Vernova stock is showing…\n","protected":false},"author":2,"featured_media":734392,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[28,316064,205089,93297,171565,14992,14990,22649,14994,14989,14988,316066,316067,316065,246646,88484,316068,170147,316069,170150,316070,316071],"class_list":["post-734391","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-business","tag-category-commodities","tag-category-equities","tag-category-large-cap","tag-category-long-ideas","tag-category-markets","tag-category-news","tag-category-tech","tag-category-trading-ideas","tag-cms-wordpress","tag-pageisbzpro-bz","tag-symbol-amd","tag-symbol-etn","tag-symbol-gev","tag-symbol-mu","tag-symbol-nvda","tag-symbol-vst","tag-tag-ai","tag-tag-blackrock","tag-tag-data-centers","tag-tag-energy","tag-tag-infrastructure"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/734391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=734391"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/734391\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/734392"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=734391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=734391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=734391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}