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GE Vernova CEO Scott Strazik said he has had conversations with OpenAI CEO Sam Altman multiple times over the past few weeks as power scarcity remains a challenge and opportunity for hypescalers.
"I met with Sam multiple times over the past few weeks. It is a relationship that continues to evolve," Strazik told CNBC in a phone interview Wednesday, following the release of the company's third-quarter results. "I've been with his team over the last 72 hours. Clearly, OpenAI is a critical piece of this growth trajectory with a lot of ambition."
Strazik said the talks have focused on OpenAI's power needs, "both with power generation and the electrical equipment required to do it."
GE Vernova shares fell about 6

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