The Physical Layer

AI and energy infrastructure, explained plainly.

Companies

Holtec

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. Plant owners

    Constellation, NextEra Energy and Holtec run, restart and upgrade existing reactors.

    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.