- The rapid growth of artificial intelligence is projected to drastically increase global data-center electricity consumption by 2030, driving significant demand for renewable energy and solar power.
- Clean-energy and solar exchange-traded funds, such as ICLN, QCLN, and TAN, stand to benefit from this expanding infrastructure and power buildout.
- While solar is positioned to capture a major share of this long-term demand, natural gas is concurrently being utilized to supplement near-term power needs.
