Group 1 - First Solar's stock price has surged nearly 10%, reaching a 10-month high, following the IRS's latest guidance that maintains solar tax credits until 2030 [1] - UBS analysts highlight that the demand for utility-scale solar projects in the U.S. is gradually exceeding supply, driven by the construction of AI data centers aiming for 100% clean energy [1][2] - UBS forecasts that First Solar's adjusted earnings per share will rise to $32 by 2027, significantly higher than last year's $12, with continued upward revisions expected due to increased capital investments [3] Group 2 - The global demand for electricity from data centers is projected to double by 2030, reaching approximately 945 TWh, with AI applications being the primary driver of this growth [2] - Clean energy supply is becoming increasingly important in the AI era, with major data centers from companies like Google and Microsoft showing strong demand for renewable resources [3] - UBS has also identified Nextracker and Sunrun as preferred stocks in the current market environment, with both companies experiencing stock price increases of over 10% [4]