MarketPulse

baseload generation

2 articles
Investing.comInvesting.com··Ryan Hasson

Utilities Transform Into AI Growth Play as Data Centers Hunger for Power

Utilities sector surges as AI data centers create unprecedented electricity demand. $XLU up 18% in 12 months with $6.5B institutional inflows.
CEGNEENEEpNNEEpSNEEpT+3data centersAI infrastructure
BenzingaBenzinga··Prnewswire

Nuclear Energy Sector Positioned to Benefit From AI Infrastructure and Policy Support

AI data center demand and Trump's nuclear expansion policy create supply deficit, boosting uranium suppliers. DOE's $2.7B investment strengthens domestic fuel capacity and market opportunities.
SMRCEGNXELEUsmall modular reactorsnuclear energy