Electricity generation, grid infrastructure, and on-site power supply serving the AI data-center energy surge — spanning nuclear fleet operators under data-center PPAs (CEG, VST, TLN), gas turbine and grid-equipment OEMs (GEV), small modular reactor developers (NuScale, Oklo), nuclear component manufacturers (BWXT), power management and switchgear (Eaton, Hubbell, Powell), on-site and backup generation (Bloom Energy, Generac), grid-scale battery storage (Fluence), superconductor grid-protection (AMSC), and high-density rack power conversion (Vicor).