I would choose D: Eaton and Vertiv. The AI power bottleneck is no longer simply about generating electricity; it is about delivering, managing and cooling that power efficiently.

Bloom Energy offers exciting growth potential, while CEG and VST provide established generation assets. But Eaton and Vertiv have a key advantage: they can benefit regardless of whether data centers ultimately rely on nuclear, natural gas, fuel cells or the traditional grid.

As AI workloads become more power-intensive, every new data center needs more switchgear, power distribution, backup systems and cooling capacity. In my view, D offers the best balance between structural AI growth, diversified demand and execution visibility, making it my preferred route into the next phase of the AI infrastructure boom.

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