$CoreWeave, Inc.(CRWV)$ The colocation scaler here is WYFI. WhiteFiber has 99 MW operational in NC-1 plus 200-300 MW of expansion, runs a capital-light bridge model with a $160M Paris deal, and is pursuing Cerebras.
The neocloud side is CRWV. CoreWeave is an NVIDIA Preferred Partner, operates hyperscaler-class GPU cloud infrastructure, and holds multi-billion contracted revenue. It is positioned around AI inference workloads.
On power generation, $Vistra Energy Corp.(VST)$ is the anchor. Vistra runs a nuclear, gas, and renewables fleet, has AI data center offtake deals, and is positioned as a Constellation rival.
For gas turbines, $GE Vernova Inc.(GEV)$ stands out. GE Vernova's gas turbine backlog is stretched to 2028 and beyond, it has SMR partnerships, and it is tied to AI data center power buildouts.
On fuel cell onsite power, $Bloom Energy Corp(BE)$ is worth watching. Bloom Energy has a $20B backlog, deals with Oracle, Brookfield, and AEP, an on-site AI power generation moat, and 55-day delivery versus a 90-day promise.
AI compute means very little without power.
Hyperscalers are not really just building data centers. They are building power plants that compute.
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