---
title: "Analysts see select utilities primed for AI-driven power boom"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293091747.md"
description: "Analysts identify Constellation Energy, Entergy, and NextEra Energy as top beneficiaries of AI-driven power demand due to their nuclear capacity, tech contracts, and strategic mergers. However, risks include high capital costs, regulatory hurdles, and reliance on long-term demand trends."
datetime: "2026-07-18T08:01:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293091747.md)
  - [en](https://longbridge.com/en/news/293091747.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293091747.md)
---

# Analysts see select utilities primed for AI-driven power boom

Who stands to gain?: Constellation Energy, Entergy, and NextEra Energy are cited as top beneficiaries of surging AI-related electricity demand. Why these utilities?: They have nuclear capacity, direct contracts with tech giants, and mergers expanding reach into major data center hubs. What’s the risk?: High capital costs, regulatory hurdles, and dependence on long-term demand trends could impact projected growth.

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