Sep. 23 at 2:09 AM
(2/3) THE COLOCATION SCALER:
🏭
$WYFI - WhiteFiber, 99 MW NC-1 operational + 200-300 MW expansion, capital-light bridge model with
$160M Paris deal, Cerebras pursuit
THE NEOCLOUD LEADER:
🏭
$CRWV - CoreWeave, NVIDIA Preferred Partner, hyperscaler-class GPU cloud, multi-billion contracted revenue, AI inference workhorse
THE POWER GENERATION ANCHOR:
🏭
$VST - Vistra Corp, nuclear + gas + renewables fleet, AI data center offtake deals, Constellation-rival positioning
THE GAS TURBINE BACKLOG:
🏭
$GEV - GE Vernova, gas turbine backlog stretched to 2028+, SMR partnerships, the AI data center power buildout backbone
THE FUEL CELL ONSITE POWER:
🏭
$BE - Bloom Energy,
$20B backlog, Oracle + Brookfield + AEP deals, on-site AI power generation moat, 55-day delivery vs 90-day promise
AI compute is meaningless without power.
Hyperscalers aren't building data centers - they're building power plants that compute.