Inside GE Vernova’s Plan to Power the AI Boom | WSJs Bold Names @WSJPodcasts
Inside GE Vernova’s Plan to Power the AI Boom | WSJs Bold Names  @WSJPodcasts
Uploaded November 2025 | Updated September 2026, 2 weeks ago
Electricity demand is exploding, fueled by the rise of artificial intelligence and an unprecedented wave of data center construction. Some experts warn the U.S. grid won’t be able to handle it. But Scott Strazik, the CEO of GE Vernova, says his company can deliver. On this episode of Bold Names, Strazik joins the WSJ’s Christopher Mims and Tim Higgins to talk about leading GE’s energy spin-off through its blockbuster first year, how gas turbines have become Silicon Valley’s hottest commodity, and whether nuclear can help power the future.

Chapters:
0:00 Cold Open
0:58 Introducing Scott Strazik
1:44 What is GE Vernova?
2:39 Why are gas turbines important?
4:58 The U.S. energy crunch
7:00 GE Vernova's investments
11:16 How do we meet demand?
13:54 Nuclear power's role
15:47 What if the AI boom is a bust?
20:25 Can AI help power the future?

WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.

Let us know what you think of the show. Email us at BoldNames@wsj.com

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Inside GE Vernova’s Plan to Power the AI Boom | WSJ's Bold Names

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