AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $Tesla Motors(TSLA)$ $Eos Energy Enterprises Inc.(EOSE)$ will stabilize the grid by storing excess generation and discharging during peak inference cycles.
Nuclear will anchor the baseload with $Oklo Inc.(OKLO)$ $NuScale Power(SMR)$ $BWX Technologies Inc(BWXT)$ $Constellation Energy Corp(CEG)$ developing modular reactors that deliver nonstop clean power straight to AI campuses.
Transmission & cooling will close the loop with $Vistra Energy Corp.(VST)$ $Vertiv Holdings LLC(VRT)$ expanding the grid and infrastructure that move the energy behind AI’s next decade.
Natural gas will keep the grid stable between renewable cycles with $Venture Global, Inc.(VG)$ $NextDecade Corporation(NEXT)$ expanding LNG capacity to guarantee uninterrupted power for AI loads.
Renewables like $First Solar(FSLR)$ $Bloom Energy Corp(BE)$ $NextEra(NEE)$ will drive the marginal cost of compute lower by supplying cheap daytime energy that feeds grid-scale storage.
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