The Hardware Behind the Boom
The AI data center buildout is, at its core, a power problem, and the fastest solution to that problem is a gas turbine. When a hyperscaler needs hundreds of megawatts in months, not years, the answer is not a new nuclear plant or a grid upgrade. It is a fleet of truck-delivered gas turbines bolted to the ground and fired up in a matter of weeks. That is the hardware story behind Jon Najarian’s Infinite Power pitch, and it is why gas turbine stocks have gone from boring industrial names to AI-adjacent growth plays. Our full Infinite Power teardown sets the scene. For the full backstory, see our Bloom Energy Stock News for 2026: What Matters article. We walk through the specifics in our Electrons Are the New Oil: The Pitch’s Key Phrase piece.
The Public Giants
The cleanest public exposure is GE Vernova (GEV), the gas turbine and power-generation business spun off from General Electric. It is the heavyweight of the category, with the turbines and the service contracts that utilities and large operators buy for exactly this kind of buildout. It is not the fastest growth story in the group, but it is the most liquid and the most diversified, which matters if the AI power trade cools.
Then there is the supplier layer that Najarian actually argues will win. Vertiv Holdings (VRT) makes the power and cooling infrastructure that sits between the turbine and the servers, and its roughly 1,200% run from its SPAC debut is the precedent the pitch leans on. We covered the Vertiv stock case in more depth.
The Leasing Twist
The real edge in the pitch is not the turbine itself but how it is sold. The hero pick is a roughly $6 billion Houston company that leases its “power pods” under long-term contracts rather than selling them outright. Najarian calls this “power as a service,” and it changes the valuation conversation entirely: recurring contracted revenue behaves like an infrastructure annuity, not a one-time equipment sale. Our power as a service explainer unpacks why that matters.
The hardware itself is unglamorous but specific: pods 91 feet long, weighing 200,000 pounds, roughly 35 of them delivering more than 400 megawatts at Memphis. Our power pods piece details what these units actually are.
What to Watch
The honest risks sit in two places. First, gas turbines are a cyclical hardware business at heart, and if the AI buildout pauses, order books soften. Second, the pod lessor’s 96% single-customer concentration in 2024 means its near-term fate is tied to one hyperscaler, however well the contracted pipeline through 2028 is argued. Najarian discloses that concentration himself, which is a point in his favor.
The Bottom Line
Gas turbine stocks have become AI energy plays because they solve the speed problem that the grid cannot. GE Vernova is the diversified, liquid way in; Vertiv is the infrastructure toll-taker; and the pod lessors are the concentrated, higher-upside bet. Matching the vehicle to your risk tolerance is the whole game here.
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