AI is now an industrial story where every layer here shows how the physical economy is being rebuilt to power intelligence.
$NEBIUS(NBIS)$ , $IREN Ltd(IREN)$ & $Cipher Mining Inc.(CIFR)$ are turning megawatts into rentable GPU capacity by selling compute by the hour like utilities once sold power by the kilowatt.
$Oklo Inc.(OKLO)$ , $Vistra Energy Corp.(VST)$ & $Cameco(CCJ)$ are the fuel since AI runs 24/7 & you need baseload that never shuts off.
$Eos Energy Enterprises Inc.(EOSE)$ , $Fluence Energy, Inc.(FLNC)$ & $NextEra(NEE)$ are solving the balance problem on how to store, shift & dispatch energy when AI loads never shut off.
The last layer that most people overlook is space since ground fiber can’t reach everywhere or update globally in real time. Space fills that gap. $Rocket Lab USA, Inc.(RKLB)$ & $AST SpaceMobile, Inc.(ASTS)$ are my favorite names for that theme.
Infographic titled The AI Revolution Chain displays stacked rectangular boxes from top to bottom representing layers of AI infrastructure. Top box labeled Power + Compute backbone contains sublabels NBIS IREN CIFR. Next box Energy with sublabels OKLO VST CCJ. Following box Grid power demand balancing the new power demand with sublabels EOSE FLNC NEE. Then Robotics automation in the real world with sublabels RR PATH SERV. Bottom box Space extending the network edge.
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