The electric grid in the U.S. and other countries must be upgraded to support soaring AI power demand. Companies like GE Vernova and Quanta Services stand to profit from this expansion as AI capabilities continue to rise. Investing in grid-related stocks is a smart long-term strategy.
Nvidia and OpenAI are partnering in a $100 billion deal to deploy at least 10 gigawatts of Nvidia systems for OpenAI’s AI infrastructure. This amount of power is significant, comparable to New York City’s peak power demand. The electric grid plays a crucial role in delivering electricity to homes and businesses.
GE Vernova, with a market cap of $162 billion, is a leading energy-focused company involved in power, wind, and electrification businesses. Revenue growth in the first half of 2025 was strong, supporting a positive outlook. Quanta Services, with a market cap of $62.8 billion, specializes in energy and communications infrastructure services, experiencing solid revenue and profit growth in 2025.
Investing in GE Vernova and Quanta Services offers exposure to the growing demand for energy infrastructure services. Both companies have strong financial performance, with GE Vernova expecting significant earnings growth next year. Quanta Services secured important contracts, like the Boardman to Hemingway High-Voltage Electric Transmission Project, highlighting its expertise in the industry. A project aims to deliver 1,000 megawatts of power bidirectionally. Quanta stock is pricey with a P/E of 33.4, but Wall Street predicts 16.9% earnings growth. The electric grid must expand for AI power demand. Ge Vernova isn’t a top pick for investors according to Motley Fool, who’ve had impressive stock recommendations in the past. Stock Advisor boasts a 1,058% average return compared to the S&P 500’s 191%. Join Stock Advisor for the latest top 10 stock picks. Beth McKenna owns positions in Nvidia, which is recommended by The Motley Fool along with Quanta Services.
Read more at Nasdaq: 2 Electric Grid Stocks to Buy as Soaring Artificial Intelligence (AI) Demand Drives Surging Electricity Demand