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GE Aerospace

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  • C
    Captain's CompassSep 23 at 10:35 AM

    FeaturedThe Return of DC: AI Is Reopening the War Edison Lost

    An AI rack now eats as much power as a small factory, and the copper needed to feed it would fill the cabinet before a single GPU goes in. NVIDIA's answer is 800V direct current, and it could redesign and reprice every component from the transformer to the inductor.

    ๅ›› ๅ™จ
    888
    ๅ›พ็‰‡ 3๏ผŒๅ…ฑ 4 ๅผ 
    04 800V็›ดๆตๆฏ็บฟ 05 ็›ดๆตๆ–ญ่ทฏๅ™จ 01 ๅ˜ๅŽ‹ๅ™จ 02 ๅผ€ๅ…ณๆŸœ 03 ๆ•ดๆต่ฎพๅค‡ 06 ๆถฒๅ†ท็ณป็ปŸ 07 ๅŠŸ็އๅŠๅฏผไฝ“ 08 ็”ตๆ„ŸไธŽ็”ตๅฎน 09 GPU ไบคๆต็”ต
  • H
    Hardik ShahSep 21 at 01:04 PM

    ๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: Kratos and GE Aerospace Successfully Ignite GEK800 Cruise Missile Engine - $Kratos Defense & Security(KTOS.US) $GE Aerospace(GE.US)

    ๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

    โžค ๐—ž๐—ฟ๐—ฎ๐˜๐—ผ๐˜€ and ๐—š๐—˜ ๐—”๐—ฒ๐—ฟ๐—ผ๐˜€๐—ฝ๐—ฎ๐—ฐ๐—ฒ successfully ignited the ๐—š๐—˜๐—ž๐Ÿด๐Ÿฌ๐Ÿฌ turbofan engine.

    โžค ๐—š๐—˜๐—ž๐Ÿด๐Ÿฌ๐Ÿฌ Serial Number 1 successfully tested at the ๐—ซ-๐Ÿฑ๐Ÿด facility.

    โžค Successful ignition launches a new ๐—š๐—˜๐—ž๐Ÿด๐Ÿฌ๐Ÿฌ testing campaign.

    โžค Program achieved a ๐Ÿญ๐Ÿฌ๐Ÿฌ% success rate for this development phase.

    โžค GEK800 was recently designated the ๐—™๐Ÿญ๐Ÿฐ๐Ÿฏ engine.

    โžค Engine targets long-range, stand-off ๐—ฐ๐—ฟ๐˜‚๐—ถ๐˜€๐—ฒ ๐—บ๐—ถ๐˜€๐˜€๐—ถ๐—น๐—ฒ strike capabilities.

    โžค Kratos says the program remains ๐—ผ๐—ป ๐˜€๐—ฐ๐—ต๐—ฒ๐—ฑ๐˜‚๐—น๐—ฒ following successful testing.

    โžค Companies are preparing GEK800 for ๐—น๐—ฎ๐—ฟ๐—ด๐—ฒ-๐˜ƒ๐—ผ๐—น๐˜‚๐—บ๐—ฒ production.

    โžค Program targets high performance alongside lower ๐—น๐—ถ๐—ณ๐—ฒ๐—ฐ๐˜†๐—ฐ๐—น๐—ฒ ๐—ฐ๐—ผ๐˜€๐˜๐˜€.

    ๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

    โžค Successful ignition reduces a key technical risk before further engine testing.

    โžค Advances Kratos and GE's push toward scalable ๐—ฐ๐—ฟ๐˜‚๐—ถ๐˜€๐—ฒ ๐—บ๐—ถ๐˜€๐˜€๐—ถ๐—น๐—ฒ propulsion.

    โžค Large-volume production could expand Kratos' role in ๐—ฑ๐—ฒ๐—ณ๐—ฒ๐—ป๐˜€๐—ฒ propulsion programs.

    โžค Lower-cost engines could support greater deployment of ๐—ฎ๐˜๐˜๐—ฟ๐—ถ๐˜๐—ฎ๐—ฏ๐—น๐—ฒ strike systems.

    ๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€:

    ๐—–๐—ต๐—ฟ๐—ถ๐˜€ ๐—ฅ๐—ฎ๐˜„๐—น๐—ถ๐—ป๐—ด๐˜€, Vice President of Kratosโ€™ Defense Engine Portfolio:

    โ€œThe combined Kratos, GE Aerospace, and Government test team has demonstrated exceptional focus, discipline, and schedule execution. This team sets the benchmark for operational efficiency and provides a refreshing reminder that our nation can develop turbine engines affordably and at pace.โ€

    ๐—๐—ผ๐—ฟ๐—ด๐—ฒ ๐—ฃ๐—ฒ๐—ฟ๐—ฒ๐˜‡, General Manager of Edison Works Advanced Combat Engines at GE Aerospace:

    โ€œWith this latest milestone, the GEK800 engine continues to demonstrate strong performance and durability. Our collaboration with Kratos is delivering a highly capable propulsion system designed to meet the demanding requirements of cruise missile applications.โ€

    ๐—ฆ๐˜๐—ฎ๐—ฐ๐—ฒ๐˜† ๐—ฅ๐—ผ๐—ฐ๐—ธ, President of Kratosโ€™ Turbine Technologies Division:

    โ€œKratos continues to achieve milestones and accelerate program schedules as we prepare for large volume production of our GEK800 engine to support advanced cruise missile systems.โ€

    GE Aerospace

    GE Aerospace

    USGE

  • H
    Hardik ShahAug 17 at 11:06 AM

    ๐Ÿ“ข ๐—๐—จ๐—ฆ๐—ง ๐—œ๐—ก: Kratos, GE Aerospace Win U.S. Air Force JASSM Engine Development Contract - $Kratos Defense & Security(KTOS.US) $GE Aerospace(GE.US)

    ๐Ÿ‘‰ ๐—ž๐—ฒ๐˜† ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€:

    โžค ๐—š๐—˜๐—ž๐Ÿด๐Ÿฌ๐Ÿฌ selected as second-source propulsion system for ๐—๐—”๐—ฆ๐—ฆ๐— .

    โžค U.S. military designated the GEK800 as ๐—™๐Ÿญ๐Ÿฐ๐Ÿฏ-๐—ญ๐—ญ-๐Ÿญ๐Ÿฌ๐Ÿฌ.

    โžค ๐—จ.๐—ฆ. ๐—”๐—ถ๐—ฟ ๐—™๐—ผ๐—ฟ๐—ฐ๐—ฒ awarded an Engineering, Manufacturing and Development contract.

    โžค ๐—™๐Ÿญ๐Ÿฐ๐Ÿฏ is an ๐Ÿด๐Ÿฌ๐Ÿฌ-๐—น๐—ฏ thrust turbofan engine.

    โžค Engine targets missiles, collaborative combat aircraft, and ๐˜‚๐—ป๐—ฐ๐—ฟ๐—ฒ๐˜„๐—ฒ๐—ฑ platforms.

    โžค Program emphasizes ๐—น๐—ผ๐˜„-๐—ฐ๐—ผ๐˜€๐˜, high-performance engines manufacturable at scale.

    โžค ๐—ž๐—ฟ๐—ฎ๐˜๐—ผ๐˜€ and ๐—š๐—˜ ๐—”๐—ฒ๐—ฟ๐—ผ๐˜€๐—ฝ๐—ฎ๐—ฐ๐—ฒ began joint development in ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฏ.

    โžค Development program has completed more than ๐Ÿฑ๐Ÿฌ engine starts.

    โžค Engine successfully completed altitude testing at ๐—ฃ๐˜‚๐—ฟ๐—ฑ๐˜‚๐—ฒ in ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ.

    ๐Ÿ‘‰ ๐—ช๐—ต๐˜† ๐—ง๐—ต๐—ถ๐˜€ ๐— ๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐˜€:

    โžค Second sourcing could strengthen ๐—๐—”๐—ฆ๐—ฆ๐—  propulsion supply-chain resilience.

    โžค EMD selection advances the engine toward potential ๐—น๐—ฎ๐—ฟ๐—ด๐—ฒ-๐˜€๐—ฐ๐—ฎ๐—น๐—ฒ production.

    โžค Supports U.S. efforts to expand domestic ๐—บ๐—ถ๐˜€๐˜€๐—ถ๐—น๐—ฒ manufacturing capacity.

    โžค Creates broader opportunities across missiles and ๐—ฎ๐˜‚๐˜๐—ผ๐—ป๐—ผ๐—บ๐—ผ๐˜‚๐˜€ aircraft platforms.

    ๐Ÿ‘‰ ๐—˜๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€:

    ๐—”๐—บ๐˜† ๐—š๐—ผ๐˜„๐—ฑ๐—ฒ๐—ฟ, President and CEO of GE Aerospace Defense & Systems:

    โ€œThe F143-ZZ-100 designation and EMD award are a testament to the strong performance and capability of the GEK800 engine and the strength of our partnership with Kratos. This reflects years of disciplined engineering to deliver propulsion systems that meet the evolving, mission-critical requirements of our military customers,โ€

    ๐—˜๐—ฟ๐—ถ๐—ฐ ๐——๐—ฒ๐— ๐—ฎ๐—ฟ๐—ฐ๐—ผ, President and CEO of Kratos:

    โ€œKratos has been working with our outstanding partner GE Aerospace and the United States Air Force to support the Department of War in reindustrializing U.S. manufacturing capacity and capability in the area of low cost, rapidly manufacturable, in large quantities, jet engines for drones, cruise missiles and other systems. Kratos and GE Aerospace are making significant investments with our government partners, to support U.S. National Security priorities,โ€

    GE Aerospace

    GE Aerospace

    USGE

  • A
    AI GossipJul 19 at 11:55 PM

    TSMC and other high energy users may soon see costs rise: Taiwan lawmakers will on Wednesday (7/22) review a proposal to require major electricity consumers (TSMC is the biggest) to install their own power supply for 5MW or more power contracts, media report, noting around 400 companies in semiconductors, AI data centers, optoelectronics, and more will be affected. The idea is to avoid straining Taiwanโ€™s power grid. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) $Bloom Energy(BE.US) $GE Aerospace(GE.US) #semiconductors

    Source: Dan Nystedt

  • H
    Hardik ShahJul 14 at 11:26 AM

    $GE Aerospace(GE.US) | ๐๐ž๐ซ๐ง๐ฌ๐ญ๐ž๐ข๐ง reiterates ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ on ๐†๐„ ๐€๐ž๐ซ๐จ๐ฌ๐ฉ๐š๐œ๐ž, maintains ๐๐“ ๐š๐ญ $๐Ÿ’๐ŸŽ๐Ÿ“

    Analyst sees upside to GE's guidance as fuel price pressures from the Iran conflict appear to be moderating.

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    GE Aerospace

    GE Aerospace

    USGE

  • H
    Hardik ShahJul 2 at 12:15 PM

    $GE Aerospace(GE.US) | Jefferies maintains ๐๐ฎ๐ฒ on ๐†๐„ ๐€๐ž๐ซ๐จ๐ฌ๐ฉ๐š๐œ๐ž, ๐ซ๐š๐ข๐ฌ๐ž๐ฌ ๐๐“ ๐ญ๐จ $๐Ÿ’๐Ÿ“๐Ÿ“ ๐Ÿ๐ซ๐จ๐ฆ $๐Ÿ‘๐Ÿ”๐Ÿ“

    Analyst sees an upcoming 2026 guidance raise for GE, driven by strong Services growth and increased LEAP delivery expectations.

    ๅ›พ็‰‡ 1๏ผŒๅ…ฑ 1 ๅผ 
    GE Aerospace

    GE Aerospace

    USGE

  • H
    Hardik ShahJun 8 at 01:05 PM

    ๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: GE Aerospace and Wolfspeed Partner on High-Voltage Silicon Carbide Solutions - $GE Aerospace(GE.US) $Wolfspeed(WOLF.US)

    ๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

    โžค GE Aerospace and Wolfspeed sign ๐Œ๐Ž๐” to accelerate high-voltage ๐’๐ข๐‚ adoption.

    โžค Partnership targets ๐ข๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ข๐š๐ฅ, ๐š๐ž๐ซ๐จ๐ฌ๐ฉ๐š๐œ๐ž, and ๐๐ž๐Ÿ๐ž๐ง๐ฌ๐ž applications.

    โžค MOU includes supply of Wolfspeedโ€™s ๐ฐ๐จ๐ซ๐ฅ๐โ€™๐ฌ ๐Ÿ๐ข๐ซ๐ฌ๐ญ ๐Ÿ๐ŸŽ ๐ค๐• ๐’๐ข๐‚ ๐Œ๐Ž๐’๐…๐„๐“ die.

    โžค Companies will develop standardized ๐ก๐ข๐ ๐ก-๐ฏ๐จ๐ฅ๐ญ๐š๐ ๐ž power module formats.

    โžค Technology supports ๐€๐ˆ infrastructure, solid-state transformers, and electrification.

    โžค High-voltage SiC enables more compact, efficient, and reliable power systems.

    โžค Collaboration strengthens ๐”.๐’. ๐๐จ๐ฆ๐ž๐ฌ๐ญ๐ข๐œ supply chains for critical technologies.

    ๐Ÿ’ฌ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

    โ€œSeparately, our two companies have contributed to several industry-first technologies,โ€ said Kris Shepherd, President of Electrical Power for GE Aerospace.

    โ€œTogether, weโ€™re ready to shape a robust value chain of high-power silicon carbide based on a mutual appreciation for achieving smaller, reliable and more efficient high-voltage end systems.โ€

    โ€œAs AI, electrification, and defense platforms push power demands higher and timelines shorter, GE Aerospace and Wolfspeed are uniquely positioned to deliver the high-voltage silicon carbide building blocks the market needs,โ€ said Robert Feurle, CEO of Wolfspeed.

    โ€œBy securing domestic sourcing of high-power silicon carbide modules, the two companies are jointly committed to enabling systems that improve efficiency and lower time-to-power. High-voltage silicon carbide is finally production-ready exactly as the market confronts a power-delivery crunch legacy silicon cannot solve.โ€

    GE Aerospace

    GE Aerospace

    USGE

  • W
    What TrendSpider SayMay 25 at 08:07 PM

    $GE Aerospace(GE.US) rode VWAP into the wedge break

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  • H
    Hardik ShahMay 21 at 02:37 PM

    ๐Ÿ“ข ๐‰๐”๐’๐“ ๐ˆ๐: GE Aerospace Wins UK Apache Helicopter Engine Support Contract - $GE Aerospace(GE.US) $Boeing(BA.US)

    ๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

    โžค GE Aerospace secures ๐ญ๐ก๐ซ๐ž๐ž-๐ฒ๐ž๐š๐ซ support contract from Boeing Defence UK.

    โžค Agreement covers ๐“๐Ÿ•๐ŸŽ๐ŸŽ-๐†๐„-๐“๐Ÿ•๐ŸŽ๐Ÿ๐ƒ engines for UK Apache AH-64E fleet.

    โžค Includes on-site ๐…๐ข๐ž๐ฅ๐ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž ๐‘๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐š๐ญ๐ข๐ฏ๐ž at Wattisham Flying Station.

    โžค GE to provide logistics, ๐ญ๐ž๐œ๐ก๐ง๐ข๐œ๐š๐ฅ ๐ฌ๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ, repairs, and maintenance services.

    โžค StandardAero in Gosport will support ๐ซ๐ž๐ฉ๐š๐ข๐ซ and maintenance operations.

    โžค ๐“๐Ÿ•๐ŸŽ๐ŸŽ engine family has surpassed ๐Ÿ๐ŸŽ๐ŸŽ๐Œ flight hours globally.

    โžค Contract strengthens readiness and availability for the ๐๐ซ๐ข๐ญ๐ข๐ฌ๐ก ๐€๐ซ๐ฆ๐ฒ Apache fleet

    GE Aerospace

    GE Aerospace

    USGE

  • H
    Hardik ShahMay 21 at 11:07 AM

    $GE HealthCare Tech(GEHC.US) | ๐†๐„ ๐‡๐ž๐š๐ฅ๐ญ๐ก๐‚๐š๐ซ๐ž: UBS ๐ฎ๐ฉ๐ ๐ซ๐š๐๐ž๐ฌ ๐ญ๐จ ๐๐ž๐ฎ๐ญ๐ซ๐š๐ฅ, cuts ๐๐“ ๐ญ๐จ $๐Ÿ”๐Ÿ—

    Analyst sees valuation now reflecting key risks after sharp selloff, though near-term catalysts remain limited.

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