According to @CNBC, GE Vernova (GEV) has surged to the top of the stock market as AI data center-driven electricity demand fuels its gas, nuclear, wind, and grid businesses, and Wall Street believes the rally is not over, source: CNBC. The report links GEV’s outperformance to secular AI infrastructure capex that requires expanded generation and transmission capacity, positioning the company as a leveraged play on data center build-outs, source: CNBC. For crypto traders, CNBC’s emphasis on accelerating power and grid spend is relevant because Bitcoin mining equities are exposed to the same electricity markets; tracking GEV’s orders and backlog can help gauge power-availability trends that affect mining expansion and operating costs, source: CNBC.