These Stocks Could Benefit From AI-Driven Power Demand, Mizuho Analysts Say

Key Takeaways Power demand for data centers is expected to triple by 2030, driven by artificial intelligence (AI), Mizuho Research analysts projected. The analysts said electric utilities companies like Constellation Energy, Duke Energy, and NextEra Energy could be poised to benefit, as well as infrastructure providers like Equinix. Renewable energy demand is also expected to grow, with First Solar, GE Vernova, and Nextracker among the companies that could gain. Natural gas demand is expected to rise in the ...