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Scott Strazik

Chief Executive Officer & Director, GE Vernova

Search every verified Scott Strazik interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Scott Strazik, CEO of GE Vernova, has been active in public forums discussing the company's strategy to address rising electricity demand from data centers and broader electrification. At a B20 event in November 2026, he voiced support for a Senate-approved permitting reform bill, framing infrastructure expansion as necessary for economic growth. He described the global demand for new power as robust, noting that while about 20% of GE Vernova's backlog is tied to data centers, the remaining 80% reflects broader international electrification needs. Strazik also discussed the company's investments in nuclear power, including small modular reactors, and emphasized efforts to decarbonize gas power through carbon capture technology. In October 2026, GE Vernova reported third-quarter results with revenue of $12.6 billion, a 27% year-over-year increase, and raised its full-year guidance. During the earnings call, Strazik highlighted the planned acquisition of Trench Group, a supplier of components for high-voltage equipment, which he described as a strategic addition to expand the company's scale and technology offerings. He also noted expanding profit margins and strong order activity, particularly in North American electrification equipment. In a separate interview around the same time, Strazik discussed international projects, including potential work on Venezuela's energy infrastructure and investments in Ukraine's nuclear facilities. He also commented on the competitive landscape, saying established companies and startups alike are needed to support the nuclear industry's growth, and expressed cautious optimism about the future role of energy storage.

Recent appearances

Verified interview transcripts

Notable quotes

“At the end of the day, the world is only getting about 20% of its energy today from electric power. The other 80% is still the molecule. Okay. As industry electrifies, we will be decarbonizing the world in a very real way. And this country's been continually decarbonizing the electric power system over the last 20 years. I mean, the carbon intensity of the electric power system is down by about a third. We used to 20”

“I would say the market dynamic maybe being the stock market represents volatility. Our end customer demand remains very strong. I mean about 20% of our backlog today is attached to the data center dynamic. The other 80% is the electrification of the world not just in the US but globally in which we have substantial demand factors just not in the US. Our backlog includes over a 100 customers it includes 25 countries a”

“I think in any of these countries with new nuclear the government's going to be critical um and yes the government is a partner in the first project in Canada there's um for us economically these first projects end up being more of a cost plus model. candidly. So, as a company, we don't make a lot of margin, but we also don't take a lot of risk as we rebuild a supply chain. And as that supply chain is built, then by ”

“Nuclear energy is going to be critical for our next steps. But I think for again taking a step back for context, I mean the country has about 90 gawatts of nuclear power every day and that's more than any other place in the world. France and China as an example have about 60 gigawatts running today. But the challenge in the US is we haven't started and built any new nuclear in over 15 years since Fukushima in 2011. T”

“We're in construction on the first plant right now. It's in Canada outside of Toronto. We will get NRC approval for the first plant in the US. I think this summer we'll be in construction and we've committed to the administration that as soon as we get the approval, we'll be ready to work on day one. And then from when we start construction, it's about a four-year cycle from the beginning to getting to commissioning.”

“So, the end product in some cases may look the same coming out of the factory. What we're producing or how we're producing it to scale and make more is changing drastically. So you think about gas turbines right now, we're adding a lot of production workers to build more gas turbines. We're also adding 400 machines this year to automate a lot more in the process. Frankly, more of the innovation right now may be how d”

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