Data center power demand is set to rise by 160% by 2030, offering opportunities for energy infrastructure companies. Nuclear power is in demand for carbon-free electricity for AI workloads. Natural gas pipelines and turbine manufacturers are vital for powering the AI era. U.S. electricity demand is shifting due to AI, requiring baseload reliability. Major energy companies like Constellation Energy, NextEra Energy, Southern Company, Dominion Energy, Vistra, Entergy, Williams Companies, Kinder Morgan, GE Vernova, and Cameco are key players in this energy shift.

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