GE Vernova
GEV
GE Vernova (GEV) provides nuclear turbine and reactor technology, including BWRX-300 SMR.
Spun off GE in 2024; BWRX-300 boiling water SMR at 300 MWe. Ontario Power Generation FOAK in 2024; targets 4-year build. Market cap $50B+.
Why it matters now
BWRX licensing advances 2025 global SMR race; turbine supply key for data center repowers.