10 WAYS TO BUILD AN AI POWER PORTFOLIO
1.
$OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuses for 24/7 onsite generation.
2.
$BE fuel-cell onsite power play helping data centers bypass the grid with dedicated energy for AI clusters with product backlog up 250% YoY to $6B.
3.
$CEG nuclear baseload backbone of the AI era with a 20-year
$MSFT PPA tied to the Three Mile Island restart to supply the 24/7 carbon-free power.
4.
$VST hybrid power engine of AI combining nuclear, gas & storage with a 20-year
$META agreement covering 2,600 MW across three nuclear plants.
5.
$GEV industrial supplier rebuilding the U.S. grid providing the turbines, transformers & hardware every AI-driven upgrade cycle depends on with $163B in backlog.
6.
$VRT infrastructure gatekeeper for AI compute controlling the cooling & power systems that
$NVDA class clusters cannot run without with Q1 backlog up 80% YoY to ~$12.5B.
7.
$EOSE long-duration storage solution for a grid under strain helping utilities smooth volatility as AI demand overtakes supply.
8.
$NEE clean-energy arm of the AI buildout with largest renewable development pipeline in the country positioned directly into data center load growth.
9.
$LEU only U.S. source of HALEU fuel making it essential for powering the modular reactors needed around future AI campuses backed by ~3B DOE contract.
10.
$UUUU secures the domestic uranium supply chain by turning nuclear fuel into a national-security asset for the AI age.