由于涡轮机供应受限，GEV拥有显著的市场支配力；AI驱动的电力需求上升将使该公司受益。
逐段跳播
好，我们来谈谈一家有些东西还没达到应有水平的公司。那就是GE Vernova。这家公司负责为燃气和风力发电厂提供涡轮机。它是GE分拆出来的能源业务公司。
Okay, let's talk about a company that has things that haven't yet reached where they should be. That is GE Vernova . This company is responsible for the turbines that power gas and wind power plants.
This is the spin-off company from GE for their energy business.
所以，当我们说需求积压、产能建不够时，很大一部分积压就来自像GE Vernova这样的公司。GE有意思的地方在于，它们在这个领域已经做了很长时间。这些公司几乎都表示：“是的，我们今天有巨大的需求，但我们不会急于把产能翻倍，然后如果需求只是短暂的，或者只持续三、四、五年，就要承受后果，因为我们把这个业务视为延续几十年的投资。”
所以，这在它们运营中的体现方式就是，我们会看到营收增长。这有点像Micron，它们会说：“嘿，你知道吗？我们就直接提价。我们会获得略好一点的利润率。我们会让你为所需的涡轮机预付货款。”而这正是目前市场上正在发生的事。
So , when we say there is a backlog in demand and we can't build enough capacity, a large part of that backlog comes from companies like GE Vernova. What's interesting about GE is that they've been working in this field for a very long time .
Almost all of these companies have stated: "Yes , we have huge demand today, but we will not rush to double our production capacity and then suffer the consequences if this demand is fleeting, or if it lasts for only three, four or five years, because we view this business as an investment that extends for decades."
So, the way this will manifest in their operations is that we will see revenue growth. It would be a bit like Micron, where they would say, "Hey, you know what?" We will simply increase our prices.
We will get slightly better profit margins . We will make you pay upfront for the turbines you need. And that's exactly what's happening in the market right now.
所以，当我们谈到市场中的强势一方时，我们指的是那些公司需要但无法快速获得的零部件。其中许多零部件将来自GE Vernova。所以，这可能不是一门很有吸引力的生意，但它在当前市场中拥有巨大的影响力。
无论需求来自Anthropic、OpenAI还是其他竞争公司，只要我们使用更多代码，就会导致电力需求增加，最终受益的将是GE Vernova。
So, when we talk about a market powerhouse, we mean the components that companies need but cannot obtain quickly enough. Many of these components will be coming from GE Vernova.
So, it may not be a very attractive business, but it has tremendous power in the current market. Whether there is demand from Anthropic, OpenAI, or other competing companies, as long as we use more code, this will lead to increased demand for electricity, which will ultimately benefit GE Vernova.
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