This Energy Stock Is Helping Solve AI's Biggest Constraint

Published June 25, 2026 · Category: Finance

Overview

Without power and dependable access to electricity, there is no artificial intelligence (AI) revolution. A 2024 report by the International Energy Agency (IEA) indicates that data centers accounted for 1.5% of global electricity consumption that year.

Data points like those are among the reasons why some investors are turning to utility stocks as non-tech AI plays. It's a logical line of thinking but not risk-free.

Details

Grid enhancements take time. Likewise, it can take five or more years for utilities to add new transmission lines for data centers. That doesn't jibe with hyperscalers' "let's get started now" views.

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Source

Originally published at www.fool.com.

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