AI's 30% Power Surge To Ignite 'Historic' Energy Boom: Why These Energy Stocks And ETFs Are Set to Win - Alerian MLP ETF (ARCA:AMLP), Amazon.com (NASDAQ:AMZN)

Core Insights - A significant increase in global power demand is anticipated, primarily driven by the energy requirements of artificial intelligence, leading to what experts term a "historic energy transition" [1] Group 1: Power Demand Projections - Global power demand is expected to rise by 30% by 2035, with data centers' share of total power use projected to increase from 1.5% to 3.5% [1] - The growth in electricity demand from data centers alone is estimated at 1,000 Terawatt-hours, comparable to the growth of the entire residential or transport sectors [6] Group 2: Beneficiaries in the Energy Sector - Independent Power Producers (IPPs) are emerging as key beneficiaries of this energy boom, with companies like Vistra Corp. reporting a year-to-date performance increase of 28.99% [2] - The nuclear energy sector is also benefiting, with stocks like Cameco Corp. experiencing a year-to-date surge of 93.35% [3] Group 3: Performance of Energy Stocks - Notable year-to-date performances of energy stocks include: - NextEra Energy Inc. (14.20%) - First Solar Inc. (42.49%) - Vistra Corp. (28.99%) - GE Vernova Inc. (71.49%) - Cameco Corp. (93.35%) [4] - Broader clean energy funds, such as the iShares Global Clean Energy ETF, have gained 51.72% year-to-date, contrasting with the flat performance of broader energy ETFs [4][5] Group 4: Concentration of Demand - The U.S. and China currently account for approximately 50% of global power use, highlighting the concentrated nature of this new demand [7] - Innovative solutions are being proposed to address the energy crisis in AI, including floating data centers and orbital data centers to harness solar power [8]