AI Power Infrastructure Investment Map: From Order Beneficiaries to Infrastructure Platforms
AI power infrastructure is not one single trade, but a realization chain across rack-level liquid cooling, electrical equipment, construction, gas turbines, and nuclear PPAs. This report maps project conversion, bottleneck duration, cash conversion, and valuation prepayment across VRT, ETN, GEV, POWL, HUBB, NVT, MOD, PWR, FIX, TLN, VST, CEG, NRG, and related names.
