MarketPulse

power demand

7 articles
The Motley FoolThe Motley Fool··Lee Samaha

GE Vernova Surges 71% as AI Power Boom Transforms Energy Sector

GE Vernova stock soared 71% in 2026 as AI hyperscalers drive massive power demand, with orders jumping 59-86% and backlog reaching 56 GW.
GEVhyperscalersearnings beat
BenzingaBenzinga··Ananya Gairola

Denmark Halts Data Center Expansion as AI Power Demand Outpaces Grid Capacity

Denmark freezes new data center grid connections as 60GW of projects queue for access against 7GW peak demand, signaling global infrastructure constraints amid AI boom.
MSFTGOOGGOOGLdata centersAI infrastructure
The Motley FoolThe Motley Fool··Todd Shriber

Bloom Energy Surges 1,040% in Three Years, But Million-Dollar Dreams Require Caution

Bloom Energy's hydrogen fuel cells power AI data centers with a $20B backlog, but turning $10K into $1M would require unrealistic 100x gains.
NVDAMETABEvaluationclean energy
The Motley FoolThe Motley Fool··Leo Sun

Nuclear Stocks Poised for Year-Long Gains as AI, Data Centers Drive Power Demand Surge

Cameco and Oklo positioned to benefit from AI-driven nuclear power demand surge, with IAEA projecting 2.6x capacity expansion by 2050.
OKLOCCJBAMSILXYnuclear energyclean energy
The Motley FoolThe Motley Fool··Adam Spatacco

Bloom Energy Powers Up: AI Boom Creates $20B Opportunity for Fuel Cell Leader

Bloom Energy ($BE) leverages AI data center power demand with fuel cell technology, reporting 37% revenue growth and a $20 billion backlog.
BEdata centersartificial intelligence
The Motley FoolThe Motley Fool··Matt Dilallo

Vanguard Utilities ETF Offers 2.5% Yield With 10% Returns Amid Power Demand Surge

Vanguard Utilities ETF ($VPU) offers 2.5% dividend yield and 10% annualized returns as U.S. power demand surges 58% over 20 years, driven by AI data centers and EVs.
CEGNEENEEpNNEEpSNEEpT+4passive incomerenewable energy
The Motley FoolThe Motley Fool··Howard Smith

Bloom Energy Capitalizes on AI Data Center Power Demand Surge

Bloom Energy stock surged 12% this week, up 80% year-to-date, as AI data centers drive demand for its on-site power generation solutions amid $600 billion in tech AI spending.
BEhyperscalerscapital expenditures