MarketPulse

AI electricity demand

3 articles
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

AI Power Boom Creates Opportunities as Nvidia Stumbles: Energy Giants Eye Data Center Demand

Nvidia's selloff shifts investor focus to power infrastructure. Constellation Energy and GE Vernova positioned to profit from AI-driven electricity demand through major tech contracts and massive equipment backlogs.
NVDAMETAMSFTCEGGEVdata centersnuclear power
The Motley FoolThe Motley Fool··Jack Delaney

Japan's $36B U.S. Investment Pledge Signals Energy Shift, Could Boost Gas Suppliers

Japan commits $36 billion toward U.S. energy projects, including a major 9.2 gigawatt Ohio natural gas plant, positioning companies like EQT and Hitachi as potential beneficiaries.
EQTHTHIYdata centersenergy infrastructure
The Motley FoolThe Motley Fool··James Hires

NuScale Advances Ahead of Oklo in SMR Race With TVA Contract and Revenue Growth

NuScale secures TVA contract for 6GW SMR capacity and reports $8.2M Q3 revenue, positioning it ahead of rival Oklo in commercialization timeline.
SMROKLOFLRsmall modular reactorsSMR technology