GE’s split pays off as Vernova surges on data-centre, grid demand

GE breakup is proving successful as GE Vernova becomes a standout performer, boosted by soaring data-centre demand, grid modernisation, and strong nuclear investment. The energy unit reported accelerating orders, expanding backlogs, and rising free cash flow, alongside a stronger-than-expected outlook. The overhaul followed years of GE struggling under an oversized conglomerate structure.