AI power demand is blowing past every forecast.
Data centers went from <5% of US electricity in 2024 → Berkeley Lab now says 15% by 2030, EPRI says 17%.
Texas power queue: 63 GW → 474 GW in 18 months. Insane.
This isn't temporary load. These facilities run 24/7 for decades. Even failed GPU farms get bought up by bigger clouds and kept online.
AI isn't the only driver—only ~20% of GE Vernova's turbine orders are tied to data centers.
US electricity demand was flat for 15 years. Now it's climbing hard.
Energy infrastructure plays are about to print. Watch $GE, power grid stocks, and anything tied to baseload capacity.
Data centers went from <5% of US electricity in 2024 → Berkeley Lab now says 15% by 2030, EPRI says 17%.
Texas power queue: 63 GW → 474 GW in 18 months. Insane.
This isn't temporary load. These facilities run 24/7 for decades. Even failed GPU farms get bought up by bigger clouds and kept online.
AI isn't the only driver—only ~20% of GE Vernova's turbine orders are tied to data centers.
US electricity demand was flat for 15 years. Now it's climbing hard.
Energy infrastructure plays are about to print. Watch $GE, power grid stocks, and anything tied to baseload capacity.