AI Power & Infrastructure

From nuclear batteries to liquid-cooled hyperscale campuses. 12 sublists mapping the generation, grid, storage, and data-center stack powering AI — every company agent readiness scored.

The bottleneck on AI isn't chips — it's electrons. Gigawatt training campuses need firm baseload, backup power, cooling loops, and a grid that can actually deliver. This is the dataset for the companies building that physical layer: SMRs, fusion, microreactors, hyperscale operators, UPS & generators, long-duration storage, geothermal, transmission EPCs, nuclear fuel, and the clean PPAs signed by every hyperscaler.