Modern AI server racks require significantly higher power density, and data centers in general require far more power than their traditional counterparts. Hyperscaler data center campuses require hundreds of megawatts (MWs), and some exceed a gigawatt (GW), including those of Meta Platforms and Microsoft. Technology companies face a massive bottleneck: clean, reliable power. In recent years, power equipment providers have seen an unprecedented surge in demand. Bloom Energy (NYSE: BE), which manufactures solid-oxide fuel cells, is one company whose business is booming. Meanwhile, utility companies that can provide energy today and have potential for further expansion are also seeing business pick up. Constellation Energy (NASDAQ: CEG), which owns and operates the largest nuclear energy fleet in the U.S., is a merchant power producer whose stock surged coming into this year.
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