Well that's right in our wheelhouse, what with the PWR and the GEV and CCJ and PRY(.mi).
From Data Center Dynamics, September 19:
The Speed to Power initiative is seen as central in helping the US win the AI race
The US Department of Energy (DOE) has launched a new initiative aimed at accelerating the development of large-scale transmission and generation projects to meet skyrocketing demand emanating from the data center sector.
The Speed to Power initiative aims to address concerns that the current pace of infrastructure development is insufficient to meet the surging electricity demand.
“In the coming years, Americans will require more energy to power their homes and businesses – and with President Trump’s leadership, the Department of Energy is ensuring we can meet this growing demand while fueling AI and data center development with affordable, reliable, and secure sources,” said Energy Secretary Chris Wright. “With the Speed to Power initiative, we’re leveraging the expertise of the private sector to harness all forms of energy that are affordable, reliable, and secure to ensure the United States is able to win the AI race.”
The initiative will see the DOE issue a Request for Information focused on near-term investment opportunities, project readiness, load growth expectations, and infrastructure constraints. The department has stated that it is seeking input from utilities, grid operators, and large power consumers on how federal resources can be utilized to expand generation and transmission capacity more efficiently.
The DOE has tied the initiative to recent executive orders that prioritize energy security and grid reliability. In a recent report on grid reliability and security, the agency warned that “blackouts could increase by 100 times by 2030 if the U.S. continues to shutter reliable power sources and fails to add additional firm capacity.”
The Speed to Power initiative aims to identify grid projects that can be advanced quickly to support the expansion of manufacturing, industrial growth, and the increasing concentration of large-scale data centers nationwide....
....MUCH MORE
The symbols in the intro are, in order, the nation's largest transmission contractor, the world's largest turbine (natural gas, nuclear) +SMR manufacturer, the world's #3 uranium miner + half owner of nuke plant maker Westinghouse, the world's largest electrical cable manufacturer.
A mini-portfolio that covers the build-out end-to-end while producing sales, earnings and cash flow.
