The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

ASP Isotopes

On the map: Power on site

Named in one piece. Each entry below is that piece's own description of what the company makes, from its exposure map.

  1. Enrichers

    Centrus Energy, Urenco, Orano and ASP Isotopes enrich or plan to enrich uranium.

    Nuclear power for AI comes from old reactors first. The new ones wait on fuel. · 29 September 2026

This maps who operates in each layer. It is not a recommendation, and naming a company is not a view on its shares. Personal research, not investment advice.