Artificial Intelligence (AI) Is Driving a New Wave of Infrastructure Spending. This Stock Is Key.

Group 1 - The primary focus of investment discussions regarding AI infrastructure is on semiconductor chips and data centers, but a significant need is related to energy consumption [1] - AI operations are projected to consume as much electricity as 22% of all U.S. households by 2028, highlighting a growing demand for energy [2][6] - Nuclear power is identified as a viable solution to meet the increasing energy needs of AI while minimizing pollution, with companies like Microsoft investing in this area [3][6] Group 2 - Constellation Energy, the largest carbon-free energy producer in the U.S., has partnered with Microsoft to develop a nuclear plant in Pennsylvania aimed at powering data centers [3][4] - The Crane Clean Energy Center, in collaboration with Microsoft, is expected to generate 835 megawatts of power, providing a substantial energy source for data centers [5] - Constellation Energy anticipates a compound annual growth rate (CAGR) of 10% in earnings per share (EPS) through 2028, benefiting from the rising demand for electricity driven by data centers [7]