Three AI-Powered Stocks Capitalizing on the Data Center Boom Ranked by Risk
Yahoo Finance ·
Electricity consumption rose 10% between 2005 and 2025, with an anticipated 60% surge projected from 2025 to 2045. Artificial intelligence and electric vehicles are driving this massive transformation in power demand. Long-term market participants can capitalize on this expansion through three distinct options: Bloom Energy, Brookfield Renewable, and NextEra Energy, each carrying a different risk profile. Bloom Energy specializes in hydrogen fuel cells and has not yet achieved a full-year net profit, though a turnaround is anticipated in 2026. As traditional power grids struggle to keep pace with artificial intelligence workloads, Bloom Energy fills the gap. The company entered 2026 with a product backlog of $6 billion, representing a 140% jump compared to the previous year, with further growth expected throughout 2026.
AI 시장 분석
With electricity demand projected to surge by 60% from 2025 to 2045, power and renewable energy stocks are drawing attention as solutions to the power shortage in AI data centers. Bloom Energy has emerged as a key player filling the grid gap with a massive order backlog reaching 6 billion dollars. Investors should closely examine the financial risks and the timing of profitability turnaround for each company while enjoying the benefits of explosive power demand growth.
상승 영향
- AI — As power demand for AI data centers explodes, order backlogs for related companies supplying power solutions have surged by 140%, leading to direct revenue growth.
- Energy — With electricity demand expected to surge 60% by 2045, the value of hydrogen fuel cell and renewable energy companies is rising as an alternative to solve the supply shortage of traditional power grids.
DYAX 전담 분석
The surge in electricity demand driven by the expansion of AI data centers is directly propelling revenue growth for power solution companies like Bloom Energy. In fact, Bloom Energy's order backlog surged 140% to 6 billion dollars, raising expectations for improved earnings.
In the bullish scenario, as grid saturation persists, fuel cell and renewable energy suppliers are projected to achieve profitability turnaround by 2026. Conversely, in the bearish scenario, increased power infrastructure investment costs and delayed profitability improvements could act as risks, making it essential to monitor order backlog trends and year-by-year profitability turnaround as core indicators.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 64% · Bearish (Short) 36%
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