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Space Exploration Technologies — rockets, Starlink broadband, and the new Terafab chip-fabrication venture aimed at AI data centers in orbit. Went public June 12, 2026 in a record ~$85B IPO.

Now the 7th-largest company in the world, but trading ~30% below its post-IPO high above $225. Watch the staggered insider lock-up expiries — the first windows open soon.

Designs the GPUs and full-rack systems that train and serve nearly every frontier AI model, wrapped in the CUDA software moat that keeps customers locked in.

Still the world's most valuable company — but Apple is now within ~4% of overtaking it. Apple reports earnings July 30; that gap is the race to watch this month.

Nvidia's chief GPU rival. Instinct MI-series accelerators plus EPYC server CPUs give data centers a genuine second source for AI compute.

The 6-gigawatt Instinct partnership with OpenAI re-rated the stock from the mid-$100s to the mid-$500s. Analysts see it riding the shift to inference and agentic AI.

One of three DRAM makers on earth and a key HBM (high-bandwidth memory) supplier for AI accelerators. The memory supercycle made it a trillion-dollar company.

Earned a record $24.67 per share last quarter as DRAM/NAND prices surge. Management sees high-performance memory demand running hot through at least 2027 — some analysts now call for $2,000.

Hard drives and platform storage for hyperscale data centers. AI training and inference clusters need exabytes of storage — WDC sells the shelves it sits on.

Up ~8x from its 52-week low ($63.67 → $539) on the AI storage supercycle, but it fell nearly 10% in the latest AI-infrastructure sell-off — the highest-beta name on this list.

x86 CPUs, edge AI chips, and the only leading-edge foundry on US soil. The comeback story of the AI era — up ~6x from its 52-week low of $18.97.

Foundry momentum is real but external foundry revenue is still tiny ($174M) against a $2.4B segment loss — bears argue the valuation already prices in the turnaround.

Builds custom AI accelerators (XPUs) for hyperscalers such as Google and Meta, plus the Ethernet networking silicon that stitches giant AI clusters together.

The main alternative to Nvidia at hyperscale — custom-chip orders from a handful of giant customers drive an enormous AI backlog.

Custom AI silicon and optical/electrical interconnects — the data-center plumbing between accelerators, memory and storage.

Roughly 4x off its 52-week low on custom-silicon wins, but like WDC it dropped nearly 10% in the AI-infrastructure sell-off.

America's largest utility: Florida Power & Light plus the world's biggest renewables fleet. Signed clean-power partnerships with Google Cloud and Meta.

Announced a $67B all-stock merger with Dominion Energy — a deal analysts call a grab for the real AI-infrastructure prize: Dominion's Virginia data-center corridor, the densest in the world.

Southeast US utility giant. Operator of Vogtle Units 3 & 4 — the first newly built nuclear reactors in the US in decades.

A prime beneficiary of the data-center building boom across Georgia and the Southeast, with nuclear already in the generation mix.

One of the largest US electric utilities, serving the Carolinas, Florida and the Midwest, with a large regulated nuclear fleet.

Data-center interconnection requests across its Carolinas service area keep climbing — load growth is the core of its capital plan.

Operator of the largest nuclear fleet in the United States — the purest big-cap way to own American nuclear power.

Restarting Three Mile Island Unit 1 under a 20-year deal with Microsoft; fresh license renewals at Dresden and Clinton will supply Walmart and Meta. Down ~25% YTD, which some analysts now call an attractive entry.

Owner of the largest electricity transmission system in the US, including the high-voltage 765kV backbone that giant AI campuses need.

Signing up gigawatts of new data-center load in Ohio and Texas — trading near its 52-week high.

Sam Altman-backed developer of the Aurora fast reactor, plus Oklo Isotopes. Signed a long-term clean-energy deal with Meta for nuclear powerhouses in Ohio.

The DOE approved the final safety analysis for its Groves Isotope Test Reactor in Texas — criticality targeted this month, which would make it Oklo's first reactor to go live. First Aurora powerhouse expected late 2027 / early 2028.

The only US company with an NRC-certified small modular reactor design. First-mover advantage, but still no commercial reactor deployed.

Down ~75% in 12 months on slow commercialization and a shareholder suit over its ENTRA1 partnership. Next catalyst: a critical project update expected with early-August earnings.

Developer of portable micro-reactors (ZEUS and ODIN) targeting remote sites, military bases and — eventually — edge data centers.

The smallest and most speculative name on this list — a call option on the micro-reactor category.

The West's largest uranium producer, plus a stake in Westinghouse. Every reactor restart and new build ultimately buys its fuel.

The picks-and-shovels way to own the whole nuclear renaissance without betting on any single reactor design.