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Dear Fellow Investor,
How to Cash in on the AI Energy Boom
Just days into his second term, President Trump announced “Stargate” – a new public-private initiative that could fundamentally reshape the artificial intelligence landscape in the United States and across the globe.
At the heart of Stargate lies a massive ambition: build up to 20 mega-sized AI data centers throughout the U.S., fueled by an initial $100 billion investment. Over the next few years, that figure could balloon to $500 billion – all in a race to dominate the next industrial revolution powered by AI.
While mainstream media is fixated on the politics of the plan or the capabilities of the AI software itself, the real money may be hiding in something much more grounded: energy.
Why? Because no matter how advanced an AI system is, it’s ultimately only as good as the infrastructure that supports it. That infrastructure runs on power – and a lot of it.
AI’s Massive Appetite for Energy
The scale of power required to operate these new AI datacenters is unprecedented.
A single AI-focused data center can consume up to 1.75 billion kilowatt-hours (kWh) of electricity annually. For comparison, the average American home uses about 10,800 kWh per year. That means just one data center uses the equivalent of 162,000+ homes' worth of electricity every year.
Now, multiply that by 20 (Trump’s minimum buildout target), or even by the thousands of centers tech giants like Google, Microsoft, Amazon, and OpenAI plan to build in the coming years. We’re talking about energy consumption on a scale larger than entire countries.
The International Energy Agency (IEA) recently warned that by 2030, AI data centers could consume as much power as nations like Germany or Japan – two of the most industrialized countries on the planet.
This isn’t just an energy demand boom – it’s an energy arms race.
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A New Era of Energy Investing
For investors, this shift presents a unique opportunity: while the AI giants grab headlines, the supporting cast – energy utilities, grid infrastructure players, and renewables – may offer some of the most reliable returns of the decade.
Here are two top stocks to consider that are strategically positioned to benefit from the AI energy surge:
🏗️ Sempra Energy (SYM: SRE)
With a solid dividend yield of 3.53%, Sempra Energy is a leader in North American energy infrastructure, providing power to nearly 40 million consumers across California, Texas, Mexico, and beyond.
Sempra isn’t just any utility. It owns one of the largest and most modern energy networks on the continent. It’s heavily focused on renewable energy integration, modernization of the grid, and cross-border infrastructure – all of which are vital to keeping AI data centers powered, stable, and sustainable.
The company is already expanding its investments in liquefied natural gas (LNG) exports and transmission infrastructure – two sectors that are gaining critical importance as AI energy demands soar.
🔌 PG&E Corporation (SYM: PCG)
PG&E Corp. is the parent company of Pacific Gas and Electric Company, which serves 16 million Californians across a massive 70,000-square-mile area in Northern and Central California.
It specializes in electricity and natural gas distribution, but its real strength lies in grid management and energy delivery in high-density, high-demand regions – exactly the kind of environments where AI data centers are emerging.
PG&E is also committed to solar, sustainability, and wildfire mitigation, which makes it a likely partner in any long-term AI energy buildout. With California being a top target for AI investment, PG&E’s presence makes it an essential utility to watch.
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What Comes Next?
The Stargate initiative is still in its infancy, but the writing is already on the wall: AI is going to need energy – a lot of it. And governments and corporations are starting to spend at levels we haven’t seen since the Cold War.
That’s a green light for investors looking to front-run this transformation by focusing not just on the end-user tech (like AI software or chips), but on the foundational sectors like energy and infrastructure.
In many ways, the best way to invest in AI may not be buying the next chatbot company – it may be betting on the companies that keep the lights on behind the scenes.
Other Stocks & ETFs to Watch
If you want to expand your AI-energy portfolio, consider researching:
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NextEra Energy (SYM: NEE) – A clean energy leader with solar and wind operations powering U.S. utilities.
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Vanguard Utilities ETF (SYM: VPU) – A diversified play on U.S. utility companies.
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iShares Global Clean Energy ETF (SYM: ICLN) – A global basket of clean energy providers aligned with long-term AI trends.
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Do you have your eye on any other energy stocks that are working on expanding to meet the AI electricity boom? What other sectors of the market do you feel are the best places to put your money to work right now? Hit "reply" to this email and let us know your thoughts!
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