Nuclear Fuel enriched to 5-20% U-235, required by most advanced nuclear reactor designs including the small modular reactors (SMRs) central to the nuclear-AI project (Genesis Mission). Critical bottleneck: as of 2026, Russia (through TENEX/Rosatom) is the world's only commercial supplier of HALEU. The US has no domestic HALEU production capability at scale. Centrus Energy (LEU on NYSE) received a the Department of Energy (DOE) contract to produce HALEU at Piketon, Ohio — the same site proposed for Project Stargate's 9.2 GW facility. The dependency on Russian nuclear fuel for American AI infrastructure is one of the engine's most acute supply chain vulnerabilities. The engine tracks HALEU as the nuclear equivalent of TSMC's semiconductor monopoly — a single-source chokepoint that an adversary could weaponize.