1 Brilliant Energy Stock to Buy Now and Hold for the Long Term

Core Viewpoint - Global electricity demand is projected to grow by over 3.5% annually through this decade, positioning GE Vernova to benefit significantly from this trend due to its extensive energy equipment fleet and infrastructure [1]. Group 1: Demand and Backlog - GE Vernova's backlog has surged, driven by increasing demand from hyperscalers for energy solutions, particularly gas turbines and grid equipment, fueled by the rise in artificial intelligence usage [3]. - In 2025, GE Vernova signed over $2 billion in electrification orders for data centers, which is triple the total from the previous year, contributing to a growing backlog of capacity commitments [4]. - The electrification segment backlog reached $35 billion at the end of last year, reflecting a 46% growth from the prior year [4]. Group 2: Gas Turbine Demand - The demand for GE Vernova's dispatchable gas turbines has exploded due to the reliance of AI data centers on baseload power, with the company logging 24 gigawatts of new gas contracts in the fourth quarter [5]. - The gas power equipment backlog and slot reservation agreements surged to 83 gigawatts, up from 62 gigawatts in the previous quarter, indicating strong market demand [5]. Group 3: Regulatory Environment - Recent developments, including a joint statement from the White House and state governors, aim to address growing energy needs and rising utility prices, which could benefit GE Vernova by encouraging the build-out of new base-load power generation [6]. - Lawmakers are pushing for large tech companies to bid for long-term contracts, which is favorable for GE Vernova as it produces essential generation equipment to meet the increasing electricity needs of hyperscalers [7].