Additive Manufacturing for Data Centres: Thermal Management in AI-Driven Data Centers Opens Doors for 3D Printing Innovation [Yahoo! Finance]
GE Vernova Inc. (GEV)
Company Research
Source: Yahoo! Finance
This report analyzes the ongoing global boom in data center construction from the perspective of the potential it represents for industry penetration. Some 2,000 PBF machines could be needed to produce cold plates and other data center parts by 2033 even at a relatively conservative penetration rate, and even assuming PBF will share some of the production with other relevant Additive Manufacturing (AM) processes. For reference, this is already more machines than are sold each year in the total Additive Manufacturing market today. This report focuses on the market for data center infrastructure, with a particular concentration on thermal management solutions for hyperscale data centers. Hyperscale data centers, defined as those with 5,000 or more servers, are the largest consumers of the most advanced chips driving the growth in AI applications. With the number of hyperscale data centers projected to double every few years over the next decade, a proportionate demand will ensue
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GEV
News
- GE Vernova (NYSE:GEV) had its "buy" rating reaffirmed by analysts at The Goldman Sachs Group, Inc..MarketBeat
- GE Vernova (NYSE:GEV) had its "overweight" rating reaffirmed by analysts at Wells Fargo & Company.MarketBeat
- GE Vernova (NYSE:GEV) had its "overweight" rating reaffirmed by analysts at Morgan Stanley.MarketBeat
- GE Vernova rises as Evercore offers bullish take with most upside potential in U.S. power [Seeking Alpha]Seeking Alpha
- Honeywell, GE Vernova and 5 More Trendy Industrial Plays With AI Ties [Barron's]Barrons
GEV
Earnings
- 10/23/25 - Miss
GEV
Sec Filings
- 12/2/25 - Form 4
- 9/24/25 - Form 3
- GEV's page on the SEC website