- AI data centers face severe power bottlenecks as high-density GPU racks require up to 20 times the electricity of traditional servers.
- Capital is flowing to regulated utilities, independent power producers, and off-grid equipment providers like GE Vernova and Bloom Energy to meet surging demand.
- Speculative developers of small modular nuclear reactors and battery storage systems are also emerging as long-term beneficiaries of the AI energy boom.