As we enter 2026, the industrial sector is increasingly crucial for high-growth AI infrastructure. Power emerges as a significant bottleneck in the AI build-out, benefitting companies involved in generating, moving, and cooling electricity for AI data center builds. GE Vernova (NYSE: GEV) stands out as a leader in this sector, with a revenue target of $52 billion by 2028 and a $200 billion backlog. In 2026, they forecast revenues of $41-42 billion. Analysts, like Oppenheimer's Colin Rusch, have upgraded the stock with a price target of $855 due to significant orders from hyperscalers. The industrial sector is poised for substantial growth, with GEV stock reflecting these positive trends.