AI Power Surge

“The power is in the ai”

aipowerinfrastructurenuclearby anon · 11 days ago

AI data centers are voracious consumers of electricity, and the grid is straining to keep up. Companies that build, power, and cool these facilities are positioned for explosive growth. We're concentrating on the direct enablers of AI infrastructure, from nuclear and gas generation to power management and cooling. This basket bets on the physical layer of the AI boom, not the software.

Holdings: 11
Largest: 19.2%
Pillars: 3
Revisions: 1

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How it breaks down

Nuclear & Next-Gen

44.2%

Established nuclear operators and advanced reactor developers offer carbon-free, 24/7 power that is increasingly the go-to for AI data centers.

Power Generation & Grid

38.5%

Companies that generate electricity from gas and renewables, and those that build the grid infrastructure to transmit it, are direct beneficiaries of rising AI power demand.

Data Center Infrastructure

17.3%

These firms supply the cooling, power distribution, and energy storage hardware that every AI data center needs to operate efficiently and reliably.

Holdings

Every position, why it is here, and its token on chain. Weights sum to exactly 100%.

Weight	Ticker	Company	Why it is here	Token
19.2%	CEG	Constellation Energy Corporation	Constellation Energy is the largest US nuclear fleet owner, providing carbon-free baseload power that hyperscalers are desperate to secure for AI data centers.	0xaE51…e94a
14.4%	VST	Vistra Corp.	Vistra is a leading independent power producer with a growing nuclear and gas portfolio, directly benefiting from surging electricity demand from AI.	0x561e…ADBc
11.5%	OKLO	Oklo Inc.	Oklo is developing advanced nuclear reactors that promise to power data centers on-site, a key solution for AI's insatiable energy needs.	0x8B2f…E774
9.6%	SMR	NuScale Power Corporation	NuScale's small modular reactors are designed for scalable, flexible power generation, making them a prime candidate for future AI data center projects.	0x1Eeb…FDd6
9.6%	GEV	GE Vernova Inc.	GE Vernova is a major supplier of gas turbines and grid equipment, essential for expanding power capacity to meet AI-driven demand.	0x94B8…a0C9
8.7%	VRT	Vertiv Holdings Co	Vertiv provides the thermal management and power distribution systems that keep AI data centers operational, directly tied to every new build.	0xFA78…5fB7
7.7%	PWR	Quanta Services, Inc.	Quanta Services builds the electrical infrastructure, including transmission lines and substations, needed to connect new power sources to AI data centers.	0x9Ab0…12FD
6.7%	BE	Bloom Energy	Bloom Energy's fuel cells offer clean, on-site power generation that can be deployed quickly to support AI data centers, bypassing grid constraints.	0x822C…1867
4.8%	POWL	Powell Industries, Inc.	Powell Industries specializes in electrical enclosures and switchgear for power distribution, a niche but essential component in AI data center builds.	0x237c…18c7
3.9%	NNE	Nano Nuclear Energy	Nano Nuclear Energy is developing portable microreactors, a novel approach to powering remote or off-grid AI facilities.	0xBEF7…b926
3.9%	FLNC	Fluence Energy	Fluence Energy provides battery storage solutions that help stabilize the grid and integrate intermittent renewables, supporting the reliability AI data centers require.	0x282e…777C

CEGConstellation Energy Corporation19.2%
Constellation Energy is the largest US nuclear fleet owner, providing carbon-free baseload power that hyperscalers are desperate to secure for AI data centers.
0xaE51…e94a
VSTVistra Corp.14.4%
Vistra is a leading independent power producer with a growing nuclear and gas portfolio, directly benefiting from surging electricity demand from AI.
0x561e…ADBc
OKLOOklo Inc.11.5%
Oklo is developing advanced nuclear reactors that promise to power data centers on-site, a key solution for AI's insatiable energy needs.
0x8B2f…E774
SMRNuScale Power Corporation9.6%
NuScale's small modular reactors are designed for scalable, flexible power generation, making them a prime candidate for future AI data center projects.
0x1Eeb…FDd6
GEVGE Vernova Inc.9.6%
GE Vernova is a major supplier of gas turbines and grid equipment, essential for expanding power capacity to meet AI-driven demand.
0x94B8…a0C9
VRTVertiv Holdings Co8.7%
Vertiv provides the thermal management and power distribution systems that keep AI data centers operational, directly tied to every new build.
0xFA78…5fB7
PWRQuanta Services, Inc.7.7%
Quanta Services builds the electrical infrastructure, including transmission lines and substations, needed to connect new power sources to AI data centers.
0x9Ab0…12FD
BEBloom Energy6.7%
Bloom Energy's fuel cells offer clean, on-site power generation that can be deployed quickly to support AI data centers, bypassing grid constraints.
0x822C…1867
POWLPowell Industries, Inc.4.8%
Powell Industries specializes in electrical enclosures and switchgear for power distribution, a niche but essential component in AI data center builds.
0x237c…18c7
NNENano Nuclear Energy3.9%
Nano Nuclear Energy is developing portable microreactors, a novel approach to powering remote or off-grid AI facilities.
0xBEF7…b926
FLNCFluence Energy3.9%
Fluence Energy provides battery storage solutions that help stabilize the grid and integrate intermittent renewables, supporting the reliability AI data centers require.
0x282e…777C

What breaks this

Written by the same model that built the basket, and not edited to sound better.

01Concentration in power and nuclear names means the basket is highly sensitive to energy policy changes, such as new regulations on nuclear waste or carbon emissions.
02If AI investment slows or data center buildouts are delayed, demand for power infrastructure could fall sharply, hitting all holdings simultaneously.
03Nuclear and SMR companies face significant regulatory hurdles and construction risks; any major setback could drag the entire basket down.
04The basket lacks diversification across other tech sectors, so a broader market downturn focused on tech could disproportionately impact these stocks.
05Power prices are cyclical; a drop in electricity prices or an oversupply of generation capacity could reduce the earnings of utilities and independent power producers.

Changelog

Every revision to this basket, who made it, and when. A theory is allowed to change its mind in public.

by the modelSep 6, 2026
Basket created from the thesis. 11 holdings.

How this basket was made

Source: Generated
Model: deepseek-chat
Chain: Robinhood Chain · 4663
Created: Sep 6, 2026

The model was given the full list of equities tokenized on Robinhood Chain and could only pick from it. Token addresses were attached afterwards from that same list, so a ticker the model invented would have been dropped rather than shown here. This is not investment advice and it has not been backtested.