A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the companies that create the power itself like nuclear fuel producers, turbines, backup generators & renewables from names like $CCJ, $LEU, $OKLO, $GEV, $FSLR & $UUUU that produce the raw power inputs the AI buildout depends on.
• In the middle are the operators like $NEEM $VST, $TLN & $NRG who take those raw inputs & convert them into the dependable electricity that data centers rely on.
• At the bottom of the stack are the companies that keep the grid stable, including long-duration storage & battery names like $TSLA, $EOSE, $QS, $MVST & $FLNC.
All three layers now move together because AI data centers can only run at full capacity if fuel supply is secure, generation is steady & the grid can handle the load so if any part of that chain fails then utilization drops & even the strongest GPU demand curves break.
Power has become the real bottleneck of the AI economy & this summit exists because Nvidia knows the next trillion dollars of growth depends on solving it.
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