The Hidden Winners of the AI Power Crunch: 3 Utilities to Watch
AI infrastructure is creating unprecedented electricity demand, with data centers requiring 20-100 kW per rack compared to traditional 5-10 kW. Utility companies with nuclear and renewable assets in key regions are positioned as hidden winners. Three stocks to watch are Constellation Energy (nuclear-focused with Microsoft and Meta deals), Vistra (diverse power portfolio with major hyperscaler partnerships), and NextEra Energy (regulated utility with large renewable pipeline and battery storage capabilities).