2 Critical Stocks You Need to Know in the Data Center Power Demand Story

Group 1: AI Growth and Power Infrastructure - Power infrastructure is a key theme driving AI growth, particularly due to anticipated data center demand [1] - Battery stocks like EOS Energy and critical metals such as copper are highlighted for their upside potential [1] Group 2: Data Center Power Supply Initiatives - Four governors from Pennsylvania, Maryland, New Jersey, and Virginia proposed a plan to fast-track data center approvals for those generating their own power [2] - The initiative aims to alleviate strain on the PJM Interconnection, the largest U.S. power grid [2] Group 3: Energy Investments by Major Companies - Meta Platforms signed new power purchase agreements (PPAs) for 100% energy from Engie North America's $900 million solar project [4] - Amazon secured a long-term PPA with Avangrid for solar energy supply for its Pacific Northwest data centers [4] Group 4: Nuclear Energy Investments - Hyperscale data centers may require significant energy, leading companies like Amazon, Alphabet, and Microsoft to invest in nuclear energy [5] - Microsoft reached a PPA with Constellation Energy to restart the Three Mile Island Unit-1 reactor to meet energy demands [5] Group 5: Regulatory Support for Nuclear Energy - Regulators, including the Tennessee Valley Authority, are supporting the shift to nuclear energy by signing multiple PPAs for low-power and small modular reactors [6] - Stocks like NuScale Power are expected to benefit from this regulatory shift, along with GE Vernova and Hitachi [6]