Big Tech’s AI Ambitions Could Supercharge These Energy Stocks

Big Tech’s AI Ambitions Could Supercharge These Energy Stocks

Key Takeaways

  • U.S. data centers are expected to consume 65 gigawatts of power between 2025 and 2028, about 45 GW more than existing capacity can accommodate, according to Morgan Stanley.
  • Due to a mix of regulatory and economic hurdles, analysts expect AI providers and data-center operators to deploy “temporary, mobile generation” solutions to meet surging demand.
  • Companies that make fuel cells, mobile natural gas turbines, and small modular nuclear reactors are some of the potential…

Article Source
https://www.investopedia.com/big-tech-ai-ambitions-could-supercharge-these-energy-stocks-11747539