The AI boom is facing a power crisis as demand for electricity rises with expanding infrastructure. The “BYOP Trade” requires data centers to generate their own energy. Major tech companies like Meta and Amazon are already securing renewable energy sources. Nuclear power is making a comeback with companies like NuScale Power and GE Vernova investing in small modular reactors. The focus is on modernizing the grid while new energy capacity comes online. The next phase of the AI boom is about powering the entire system, making companies like GE Vernova and Hitachi critical players in the energy ecosystem.

Read more at Barchart: Think AI Stocks Are Overvalued? Invest in These Data Center Power Trades for the Next Growth Phase.