Yesterday, we talked about the AI energy crisis—the fact that data centers are growing at an unprecedented rate, but our power grid isn’t keeping up.
Here’s what most people don’t realize: this isn’t just a problem—it’s an opportunity.
Think about it. If AI-driven data centers are demanding more power than ever before, then the companies that supply that power are about to experience a once-in-a-generation windfall.
Major utilities and energy providers are already scrambling to build more capacity to meet AI’s needs.
NRG Energy has announced plans to construct four new natural gas plants specifically to support data center growth, adding a staggering 5.4 gigawatts of new energy capacity over the next five years.
Meanwhile, Vistra Corp. has acquired four nuclear power plants, positioning itself as a key player in the future of high-demand, AI-driven energy supply.
But here’s where it gets interesting. Not all energy companies are built for this shift. Some are lagging behind.
Legacy utilities that rely too heavily on slow-moving regulatory approvals, outdated grids, or unscalable energy sources are going to struggle.
Firms that are aggressively expanding into nuclear, natural gas, and renewable energy infrastructure tailored for data center demand are setting themselves up for massive growth.
So how do you tell the difference?
Tomorrow, we’ll break down how to separate the winners from the losers and how to avoid the companies that look good on paper but will ultimately fail to keep up.
For now, take this simple 2-question quiz and see if your portfolio is aligned with the AI energy boom:
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