데이터베이스 섹션 · 52 레코드
전력
AI's binding constraint. Nuclear restarts and SMRs, gas turbines, grid queues, transformers and the utilities and equipment makers behind them.
현장 노트
사람들이 가장 놀라는 섹션이 바로 여기다: AI 데이터베이스인데 기록의 절반이 전력에 관한 것이다. 이는 곁길이 아니다 — 전력은 이제 업계의 핵심 제약 요소이며, 여기 담긴 계약들(20년짜리 원전 계약, 재가동된 원자로)은 이 사이트의 모든 칩보다 오래 지속될 것이다.
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Crane Clean Energy Center (Three Mile Island Unit 1)
Microsoft를 위해 재가동된 Three Mile Island — 원전 전환의 방향을 정의한 계약.
PN
Palisades Nuclear Plant
실제로 먼저 일어난 재기. 이 공식이 통한다는 증거.
Homer City Energy Campus
해체된 석탄 대기업이 4.5 GW 규모의 AI용 가스 발전 계획으로 재탄생 — 동종 최대 규모.
Power projects & plants
10
CC
Crane Clean Energy Center (Three Mile Island Unit 1)
The restart that defined AI's nuclear turn — 835 MW, all of it for Microsoft.
PN
Palisades Nuclear Plant
The first shut US reactor ever returned to service — October 2025.
Clinton Clean Energy Center
Meta's 20-year deal that saved an Illinois reactor.
Diablo Canyon
California's last reactors, extended for the AI decade.
Duane Arnold Energy Center
Iowa's shut reactor, next in the restart queue for ~2029.
HC
Homer City Energy Campus
A demolished coal giant reborn as a 4.5 GW gas-powered AI campus plan.
KH
Kairos Hermes / Google Fleet
The first Gen IV construction permits in the US — and Google's 500 MW order.
Susquehanna Steam Electric Station
The reactor with a data center at the fence line — AWS's landmark arrangement.
TN
TerraPower Natrium (Kemmerer)
The most advanced new-reactor site in America, on a retiring coal town.
Vogtle Units 3 & 4
America's newest reactors — the hard-won template for building big again.
Clinton Clean Energy Center
Meta's 20-year deal that saved an Illinois reactor.
Diablo Canyon
California's last reactors, extended for the AI decade.
Duane Arnold Energy Center
Iowa's shut reactor, next in the restart queue for ~2029.
HC
Homer City Energy Campus
A demolished coal giant reborn as a 4.5 GW gas-powered AI campus plan.
KH
Kairos Hermes / Google Fleet
The first Gen IV construction permits in the US — and Google's 500 MW order.
Susquehanna Steam Electric Station
The reactor with a data center at the fence line — AWS's landmark arrangement.
TN
TerraPower Natrium (Kemmerer)
The most advanced new-reactor site in America, on a retiring coal town.
Vogtle Units 3 & 4
America's newest reactors — the hard-won template for building big again.
Generation & grid technologies
6
NP
Nuclear Power
Carbon-free, always-on — the power source AI money is resurrecting.
GT
Gas Turbines
The fastest firm megawatts money can buy — now sold out for years.
SM
Small Modular Reactors (SMRs)
Factory-built reactors sized for campuses — promised for ~2030.
FC
Fuel Cells
On-site generation without combustion permits — Bloom's bridge product.
GI
Grid Interconnection & Transformers
The multi-year queue between a finished building and its first watt.
S+
Solar + Storage
The fastest new generation on Earth — with batteries stretching it into the evening.
Utilities & generators
20
CE
Constellation Energy
America's largest nuclear fleet — restarting Three Mile Island for Microsoft.
AE
American Electric Power
Ohio's transmission giant handling the New Albany AI corridor.
BT
BWX Technologies
The nuclear component manufacturer every reactor program runs through.
DE
Dominion Energy
The utility of Data Center Alley — more AI load than anywhere on Earth.
DE
Duke Energy
Southeast utility signing AI campuses across the Carolinas.
EN
Entergy
Louisiana's utility powering Meta's Hyperion with new gas turbines.
HI
Holtec International
The company that did the 'impossible': restarting the Palisades reactor.
KP
Kairos Power
Google's SMR partner: molten-salt-cooled reactors, 500 MW by 2035.
NE
NRG Energy
Texas retail-and-generation player building gas plants with GE Vernova for data centers.
NE
NextEra Energy
The renewables superpower selling speed-to-power to data centers.
NP
NuScale Power
The only SMR design with US NRC approval — still awaiting its first order build.
OK
Oklo
Fast-reactor startup, long chaired by Sam Altman, targeting data-center power.
Sempra (Oncor)
Owner of Oncor, the Texas wires company fielding a 100+ GW interconnection queue.
SC
Southern Company
Owner of Vogtle — America's newest big reactors — amid Georgia's data-center boom.
TE
Talen Energy
Susquehanna nuclear next to an AWS campus — the original co-location deal.
TE
TerraPower
Bill Gates's Natrium reactor, under construction in Wyoming.
US Department of Energy
The public sector's compute and power heavyweight: exascale labs, loans, reactors.
VI
Vistra
Texas's merchant power giant — nuclear, gas and batteries into ERCOT.
WE
Westinghouse
The AP1000 builder positioned for a US large-reactor revival.
XE
X-energy
Amazon-backed high-temperature gas reactor developer.
Sempra (Oncor)
Owner of Oncor, the Texas wires company fielding a 100+ GW interconnection queue.
SC
Southern Company
Owner of Vogtle — America's newest big reactors — amid Georgia's data-center boom.
TE
Talen Energy
Susquehanna nuclear next to an AWS campus — the original co-location deal.
TE
TerraPower
Bill Gates's Natrium reactor, under construction in Wyoming.
US Department of Energy
The public sector's compute and power heavyweight: exascale labs, loans, reactors.
VI
Vistra
Texas's merchant power giant — nuclear, gas and batteries into ERCOT.
WE
Westinghouse
The AP1000 builder positioned for a US large-reactor revival.
XE
X-energy
Amazon-backed high-temperature gas reactor developer.
Electrical equipment
16
GV
GE Vernova
America's turbine and grid champion — sold out of gas turbines into the 2030s.
EA
Eaton
Switchgear, UPS and busway — the electrical spine of every data hall.
SE
Siemens Energy
Gas turbines and grid equipment — order books stretched by AI power demand.
AB
ABB
Swiss electrification giant supplying medium-voltage gear to hyperscale sites.
BE
Bloom Energy
Fuel cells as bridge power for grid-constrained AI sites.
Caterpillar
Gensets and gas engines — plus the machines digging the sites.
Cummins
Backup generators — every hall's insurance policy.
DE
Delta Electronics
Power supplies and cooling for a huge share of the world's AI racks.
HE
Hitachi Energy
The world's largest transformer maker — the grid's longest lead-time item.
Infineon
Power semiconductors from grid to GPU — partner on NVIDIA's 800V architecture.
MH
Mitsubishi Heavy Industries
The third member of the gas-turbine oligopoly feeding AI campuses.
MP
Monolithic Power Systems
The voltage regulators feeding each GPU its thousand amps.
NS
Navitas Semiconductor
GaN power chips named into NVIDIA's next-gen power designs.
Rolls-Royce
Backup power today, small modular reactors tomorrow.
SE
Schneider Electric
Power distribution plus cooling (Motivair) — a full data-center electrical stack.
ON
onsemi
Silicon-carbide and power chips pushing into data-center supply units.
Caterpillar
Gensets and gas engines — plus the machines digging the sites.
Cummins
Backup generators — every hall's insurance policy.
DE
Delta Electronics
Power supplies and cooling for a huge share of the world's AI racks.
HE
Hitachi Energy
The world's largest transformer maker — the grid's longest lead-time item.
Infineon
Power semiconductors from grid to GPU — partner on NVIDIA's 800V architecture.
MH
Mitsubishi Heavy Industries
The third member of the gas-turbine oligopoly feeding AI campuses.
MP
Monolithic Power Systems
The voltage regulators feeding each GPU its thousand amps.
NS
Navitas Semiconductor
GaN power chips named into NVIDIA's next-gen power designs.
Rolls-Royce
Backup power today, small modular reactors tomorrow.
SE
Schneider Electric
Power distribution plus cooling (Motivair) — a full data-center electrical stack.
ON
onsemi
Silicon-carbide and power chips pushing into data-center supply units.