AI is Breaking the Grid
AI is breaking the grid.
That darker band on the chart is the AI load & didn't exist a couple years ago & now it is the reason data center power demand is going vertical.
Winners are the ones that build, fuel & monetize the power behind AI:
THE POWER LAYER
• $Constellation Energy Corp(CEG)$ largest US nuclear fleet providing reliable baseload power
• $NextEra(NEE)$ major renewable projects supporting data center growth
• $Vistra Energy Corp.(VST)$ merchant power leveraged to rising electricity demand
• $Eos Energy Enterprises Inc.(EOSE)$ long duration storage for grid reliability
• $NANO Nuclear Energy Inc(NNE)$ engineering high-voltage transmission expansion
NUCLEAR LAYER
• $Oklo Inc.(OKLO)$ developing microreactors colocated w/ industrial load
• $NuScale Power(SMR)$ scaling small modular reactors for future power needs
• $Centrus(LEU)$ key supplier developing HALEU fuel production
• $GE Vernova Inc.(GEV)$ advancing marine-based nuclear power concepts
• $Cameco(CCJ)$ leading global uranium fuel supplier
• $BWX Technologies Inc(BWXT)$ nuclear components + fuel for US defense programs
AI COMPUTE PROVIDERS
• $CoreWeave, Inc.(CRWV)$ high-density GPU cloud built for AI
• $NEBIUS(NBIS)$ enterprise GPU clusters w/o hyperscaler lock-in
• $IREN Ltd(IREN)$ lowest-cost renewable power driving cheapest compute
• $Cipher Mining Inc.(CIFR)$ power-advantaged data center landlord for AI tenants
• $TeraWulf Inc.(WULF)$ baseload compute in the lowest-cost energy regions
• $APPLIED DIGITAL CORP(APLD)$ modular campuses deployed faster than traditional builds
AI is stacking a new power curve on top of the internet baseline & it is consuming every watt we can produce.
Line chart titled Global data center power demand growth displays two lines one for data center power demand and another for AI from 2015 to 2030. The AI line starts near zero in 2022 and rises sharply to about 200 TW by 2030 while data center line grows steadily from 100 TW in 2015 to 800 TW. Darker shaded area represents AI load. Source noted as Masanet et al 2020 IEA Cisco Goldman Sachs Investment Research.
For whom haven't open CBA can know more from below:
🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!
Find out more here：
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
