đđđI would pick Grid Hardware & Cooling Infrastructure. Why? It does not matter if your power comes from an atom or gas turbine, you still have to step the voltage up, distribute it across the facility and cool the servers.
This is the ultimate "Sell the Pans during a Gold Rush" strategy. $GE Vernova Inc.(GEV)$ owns a huge moat across heavy gas turbines and grid modernisation hardware.
Meanwhile $Vertiv Holdings LLC(VRT)$ & $Eaton Corp PLC(ETN)$ are growing at a fantastic pace because liquid cooling infrastructure and advanced power distribution units or PDUs are non negotiable requirements for heavy $NVIDIA(NVDA)$ Blackwell data center deployments.
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