transformers

The AI Power Trade at 63x vs. the Same Trade at 40% Off: What US Investors Miss About Korea’s Grid Trio

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GE Vernova trades at 63x and Vertiv at 52x+ — while Korea’s transformer trio sits 40% off its highs with a record ₩32.35T (~$21.5B) order backlog.

Forget the Chips for a Second. AI’s Real Bottleneck Is Power — and Korea Quietly Owns Pieces of It.

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Everyone is buying the AI chip story. But data centers don’t run on GPUs alone — they run on electricity, and electricity is now the bottleneck. Here is a map of the AI-power supply chain, read two ways (vertical and horizontal), and where Korea’s manufacturers sit in it.