Artificial intelligence (AI) operations are projected to consume as much energy as 22% of American households by 2028. To meet this growing electricity demand, nuclear power is seen as a viable solution, with companies like Microsoft heavily investing in it. Constellation Energy, America’s largest nuclear energy producer, is well-positioned to benefit from the surge in AI infrastructure spending. AI’s hunger for electrons is driving the need for more energy, with OpenAI’s latest model potentially consuming enough energy in one day to power 1.5 million American homes. The partnership between Constellation Energy and Microsoft aims to power data centers with clean nuclear energy, providing a stable option for AI portfolios. The U.S. government’s goal to triple nuclear output by 2050 further supports the importance of nuclear power in meeting energy needs for AI infrastructure.

Read more at Nasdaq: Artificial Intelligence (AI) Is Driving a New Wave of Infrastructure Spending. This Stock Is Key.