Companies exposed to Cost per kWh
The AI stocks the model maps to Cost per kWh — part of the energy layer, ranked by how strongly each name is exposed.
10 companies · ranked by exposure
The price paid for each unit of electricity used by the data center.
Full explainer: what Cost per kWh is & who makes it →It propagates up the stack into cost per token and application margins. When Cost per kWh tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Cost per kWh
- 1
Oklo Inc.OKLOProducer78 - 2TLNTalen Energy CorporationTLNServices75
- 3
Vistra CorpVSTProducer70 - 4CRCrusoeServices65
- 5
NRG Energy, Inc.NRGProducer55 - 6
Constellation EnergyCEGProducer48 - 7
First SolarFSLRSupplier40 - 8TVTennessee Valley AuthoritySupplier40
- 9
Cameco CorporationCCJServices35 - 10
Centrus Energy CorpLEUSupplier15
Frequently asked
What are the top Cost per kWh stocks?
By modeled exposure to Cost per kWh: Oklo Inc., Talen Energy Corporation, Vistra Corp, Crusoe, NRG Energy, Inc., Constellation Energy. The full ranked list of 10 names is below.
Which companies make Cost per kWh?
The names the model tags as producers or suppliers of Cost per kWh: Oklo Inc., Vistra Corp, NRG Energy, Inc., Constellation Energy, First Solar, Tennessee Valley Authority.
What is Cost per kWh?
The price paid for each unit of electricity used by the data center.
What happens if Cost per kWh runs short?
Rising or volatile power prices erode model-serving economics.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.