Mục cơ sở dữ liệu · 52 hồ sơ
Điện năng
AI's binding constraint. Nuclear restarts and SMRs, gas turbines, grid queues, transformers and the utilities and equipment makers behind them.
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Đây là phần khiến nhiều người ngạc nhiên nhất: một cơ sở dữ liệu AI mà một nửa số mục là về điện năng. Đây không phải lạc đề — điện năng hiện là ràng buộc cốt lõi của ngành, và các thỏa thuận ở đây (hợp đồng hạt nhân 20 năm, lò phản ứng khởi động lại) sẽ tồn tại lâu hơn mọi con chip trên trang này.
Bắt đầu với ba khái niệm này
Crane Clean Energy Center (Three Mile Island Unit 1)
Three Mile Island, khởi động lại cho Microsoft — thỏa thuận định hình bước ngoặt hạt nhân.
PN
Palisades Nuclear Plant
Lần khởi động lại thực sự diễn ra trước tiên. Bằng chứng rằng bộ công thức này hiệu quả.
Homer City Energy Campus
Một nhà máy than khổng lồ bị phá bỏ, nay được tái sinh thành kế hoạch dùng khí đốt cho AI công suất 4,5 GW — lớn nhất thuộc loại này.
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.