The market is missing the infrastructure bottleneck that will define the next phase of AI scaling. While investors chase application layer plays, a critical supply constraint is emerging across three vectors: energy generation, data processing, and spatial computing infrastructure. Our analysis reveals a 9.5 GW power shortfall in the PJM region by 2030, precisely when AI datacenter demand peaks. This creates asymmetric opportunities in natural gas infrastructure, nuclear SMRs, and the picks-and-...
Alpha Clusters
AI Infrastructure Energy Bottleneck
Multiple signals converge on energy infrastructure as the critical AI scaling constraint. NRG Energy has secured gas turbine capacity for late-decade delivery while competitors face 3-4 year equipment queues. NuScale Power represents the only commercially viable SMR with regulatory approval, positioned for AI datacenter energy demands. Kinder Morgan benefits from natural gas infrastructure needs, capturing 20% of global new power generation ex-China starting 2026 with record investment levels.
...and 2 more Alpha Clusters
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