247Wallst·2025-11-26 14:10Core Insights - The article discusses the significant impact of artificial intelligence (AI) on the energy sector, particularly highlighting two companies, NextEra Energy and GE Vernova, that are poised to benefit from the increasing demand for energy driven by AI data centers [3][4][5]. Company Summaries NextEra Energy - NextEra Energy is acquiring Symmetry Energy for $800 million and plans to reopen the Duane Arnold nuclear plant by 2029, positioning itself as a strong player in the energy market [4][6]. - The company trades at a trailing price-to-earnings (P/E) ratio of 26.7 and offers a dividend yield of 2.7%, making it an attractive option for investors looking to capitalize on rising AI-related energy consumption [5][6]. - NextEra's natural gas operations are robust, and its reputation as a consistent dividend grower enhances its appeal for long-term investors [6]. GE Vernova - GE Vernova has experienced a remarkable 335% increase in stock price since March 2024, driven by high demand for turbines necessary for AI data center power needs [7]. - The company is involved in various turbine markets, including gas, wind, and hydropower, and is expected to continue benefiting from overwhelming demand as the AI boom progresses [7][8]. - Despite a stretched valuation with a forward P/E of 46.7, there may still be investment opportunities as the company consolidates lower after a strong earnings report [8].