These Dividend Stocks Could Profit From the AI Power Surge
Yahoo Finance·2025-12-31 16:48

Group 1 - The early stages of AI investing highlight the significant demand for computing power, which is expected to increase as AI companies grow their user bases [1] - The surge in AI-driven demand for electricity presents a substantial opportunity for electric companies, particularly those that pay dividends [2] Group 2 - NextEra Energy, valued at $167 billion, owns Florida Power & Light, the largest electric utility in the U.S., serving over 6 million customers [4] - A new contract for Florida Power & Light, effective January 1, includes an immediate rate increase expected to generate an additional $945 million in revenue, with a further increase projected to add $705 million annually starting January 1, 2027 [5] - The contract introduces a new large-load tariff to address the energy needs from emerging technologies, which will help fund NextEra's annual dividend increases, which have been raised by 10% over the past three years, yielding 2.8% [6] Group 3 - Vistra operates in the open market, selling electricity primarily to other utilities and directly to customers, positioning it to benefit from the increased power demand driven by AI [7] - Vertiv, a manufacturer of electrical systems, has introduced a dividend following the boost in its fortunes due to the AI power boom [8]

These Dividend Stocks Could Profit From the AI Power Surge - Reportify