The AI Energy Crisis Is Real. Here Are 2 Stocks Positioned to Profit in 2026.
2026-03-04 08:25:00 ET
There's an energy crisis on the horizon, and it's mostly due to artificial intelligence (AI). The International Energy Agency (IEA) projects in its baseline model that energy consumption from data centers is set to double worldwide by the end of the decade.
In the U.S., data centers are set to consume between 6.7% and 12% of all energy produced by 2028, according to some stats. The MIT Technology Review reports that by the end of 2028, AI could consume the same amount of electricity as 22% of all American households combined.
What's the solution? Put simply, it's to generate more electricity, which is much easier said than done. However, the U.S. government and big tech companies seem to have arrived at the conclusion that nuclear energy is likely the best bet to solve the AI power crunch.
NASDAQ: CEG
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