Core Insights - The rapid rise of artificial intelligence (AI) is significantly increasing energy demands, particularly through the expansion of hyperscale data centers that operate continuously with high power consumption [1][2]. Group 1: Industry Overview - The International Energy Agency predicts that global data center electricity consumption could double by 2030, with U.S. AI facilities potentially matching the output of several large nuclear plants in the near future [2]. - Supplying the energy needs of AI will require innovative and scalable power solutions, creating opportunities for companies that can deliver reliable energy sources [3]. Group 2: Company Highlights - **Constellation Energy**: The largest U.S. producer of carbon-free electricity, with a nuclear fleet generating approximately 22 gigawatts (GWs) and producing 182 terawatt-hours (TWhs) of zero-emissions electricity in 2024. Analysts project a 17% compounded growth in earnings per share through 2028, making it a strong investment in the AI energy demand landscape [5][6][7]. - **GE Vernova**: Provides power generation technology and has secured nearly $500 million in data center orders in the first half of 2025, indicating robust demand. The company’s aeroderivative gas turbines can be deployed quickly, addressing immediate energy needs [8][10]. Analysts project earnings per share to reach $7.61 in 2025, reflecting a 151% year-over-year increase [12]. - **Vertiv**: Supplies critical infrastructure technology for data centers, with orders surpassing $3 billion in the second quarter and a backlog of $8.5 billion, up 21% year-over-year. The company is well-positioned to meet the increased power and cooling demands driven by AI [13][15]. - **Bloom Energy**: Manufactures solid oxide fuel cells that provide clean, on-site power, addressing the U.S. power grid's challenges, including a projected 42-gigawatt shortfall by 2028. Analysts expect earnings per share of $0.52 in 2025, with a staggering 76% annual growth projected through 2027 [16][17][19].