Scott Strazik
Chief Executive Officer at GE Vernova
Cambridge, MA
CEO of the largest U.S. listed pure-play grid + power-equipment company. Single most important grid-OEM operator perspective.
Background
CEO of GE Vernova (NYSE: GEV) since its 2024 spin-off from General Electric. 20+ years inside GE, including CFO roles at GE Aviation and GE Gas Power. Has positioned GE Vernova to meet surging global demand for electric power across equipment, services, and software. Grid modernization, electrification, and renewable power generation.
Notable deals
- 2024
- 2025
- 2026
Call-prep brief
Background
Scott runs GE Vernova through what is arguably the strongest grid-equipment cycle in 40 years. Transformer lead times of 2-3 years, switchgear backlog growth, and HVDC capacity constraints have made GEV's order book a leading indicator for the entire space.
What he cares about
- Order book and pricing power in transformers, switchgear, synchronous condensers.
- AI data center power demand. GE Vernova is at the center of the GIP / NextEra / GEV AI Infrastructure Partnership.
- Capital allocation as a recently-spun-out public company.
Recent moves
- Strong execution since 2024 spin-off.
- AI Infrastructure Partnership commitments alongside BlackRock-GIP.
Sensitivities
- Public-company CEO. Investor-relations rules constrain what he'll discuss. Don't probe forward-looking financials.
- Expect him to deflect specific deal pricing into IR-approved language.
Questions to ask
- How does he see grid-equipment lead times normalizing (or not) over 2026-2028?
- Which segment of the AI Infrastructure Partnership pipeline is creating the biggest pull on GEV capacity?
- Where does he see grid-software-as-equipment-attachment becoming the operating model (vs. point software)?
Outreach draft
Linked companies
Sources
- Page titlePrimarygevernova.com/company/leadership/scott-strazik
- Name + firmOthersemafor.com/article/02/05/2026/the-ceo-behind-ge-vernovas-power-surge