meta_pixel
Tapesearch Logo
Log in
At Barron's

'This Was the Right Play': GE Vernova CEO Talks Splitting Off From GE and Nukes

At Barron's

At Barron's

Business

4.720 Ratings

🗓️ 5 February 2026

⏱️ 27 minutes

🧾️ Download transcript

Summary

Scott Strazik, CEO of GE Vernova, also spoke about nuclear energy, wind turbines, and much more with Barron's editor at large Andy Serwer. This conversation was filmed on Jan. 21, 2026 at the World Economic Forum in Davos, Switzerland. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

I think the potential of Agenic is to rethink how work gets done overall.

0:05.0

It challenges all sorts of traditional orthodoxies around how organizations execute the work at hand.

0:11.3

That's Jason Gersatus, CEO of Deloitte U.S., talking about the transformational potential of A.Gentic AI.

0:17.9

Join him later to learn why agents are a game changer for businesses across industries.

0:27.9

Hello, everyone. I'm Andy Surward. Welcome to Ed Barron's and welcome to our guest, Scott Strasick,

0:33.4

CEO of GE Bernava. Scott, great to see you. Thanks so much for joining. Andy, thanks for having us.

0:38.5

So I want to ask you about your key businesses and what they are and what you're thinking of

0:45.4

them right now. Yeah? Well, I mean, to take a step back, GE Vernova for context generates

0:50.7

about 25% of the world's electricity every day through our customers with our equipment.

0:55.6

In the U.S., that's about 55% of the electricity, and if you exclude China from the global number,

1:02.6

it's about a third. So we've got a huge install base across a number of technology sets.

1:07.8

That includes gas power, over 7,000 gas power units creating electricity

1:12.5

every day. We've got 57,000 wind turbines creating electricity every day. We have 65

1:18.7

gigawatts worth of nuclear power, all experiencing different dynamics, all of which we should

1:24.8

talk about. And then beyond the power generation technologies,

1:29.3

we have our fastest growing business is our electrification business,

1:33.3

which is all things related to the grid,

1:35.3

because the reality is we'll often have debates on which power generation source we should use.

1:41.3

Regardless of that, we collectively need to invest substantially into the grid

1:45.8

to be able to integrate a lot of these different technologies and a lot of different end uses

1:51.2

that are coming. So there's a lot of work to do, but it's work to do that we're ready for

1:57.6

this moment. And Scott, I know you may be getting sick of this question, but I have to ask anyway.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from At Barron's, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of At Barron's and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.