How to Power the AI Boom? (CEG, VST, LNG)

Key TakeawaysOpenAI's latest model is a leap forward, but this and future iterations require enormous power and energy.Companies like Cheniere Energy, Vistra and Constellation Energy Corp. stand to gain from AI demand.Stock shares of these three companies have risen between 38.8% and 99.7% in the past six months.Last month, OpenAI unveiled its latest model, o3, which exceeded even their own expectations. By one benchmark—the Abstraction and Reasoning Corpus for Artificial General Intelligence (ARC-AGI)—Open ...