The Motley Fool·2025-12-07 17:00Core Insights - The rise of artificial intelligence (AI) is leading to a significant increase in global energy demand, comparable to the industrial revolution [1] - Data center power demand is expected to grow by 160% by 2030, with data centers potentially consuming as much electricity as Japan does today [2] Energy Sector Overview - The AI boom is triggering a nuclear renaissance and a resurgence in natural gas infrastructure due to the need for baseload reliability [2] - Companies involved in nuclear energy, renewables, and natural gas are positioned to benefit from the increasing energy demands driven by AI [18] Key Companies - Constellation Energy: Owns the largest nuclear fleet in the U.S. and has a significant power deal with Microsoft, alongside a pending acquisition of Calpine for $26.6 billion [5] - NextEra Energy: The largest producer of wind and solar energy, now expanding into nuclear through a partnership with Alphabet to restart the Duane Arnold nuclear plant [7] - Southern Company: A major utility in Georgia, with over 50 GW of potential large-load growth, primarily tied to data centers [8] - Dominion Energy: Serves Northern Virginia, negotiating contracts for 40 GW to 47 GW of new data center capacity [9] - Vistra: Combines nuclear and gas generation, actively discussing co-locating data centers with its plants [10] - Entergy: Dominates the Gulf Coast region with a pipeline of 7 GW to 12 GW of data center projects [12] - Williams Companies: Controls 30% of U.S. natural gas volume and is developing co-located gas-fired generation for data centers [13] - Kinder Morgan: A major energy infrastructure company, crucial for supplying gas-fired power plants [14] - GE Vernova: Manufactures turbines and generators for various energy sources, experiencing a surge in gas turbine orders [15] - Cameco: The premier uranium supplier in the Western world, benefiting from commitments to restart or build nuclear reactors [16]