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The Crews & Wire — Grid Build-out (Non-AI-Specific) · The Other Watts — Non-AI Energy

PRY.MI

Prysmian SpA
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Global cable giant — subsea HVDC duopoly with Nexans

What they do

Cables of every kind — from telecom fiber to massive subsea HVDC interconnects that take 5-7 years to manufacture per project. North Sea Link, Viking Link, IFA2 — Prysmian on every one. Acquired Encore Wire (US distribution) in 2024 to crack the North American market. Boring but extremely difficult to disrupt.