AI's Energy Crunch: 3 Hidden Winners That Will Profit From the Crisis
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AI's Energy Crunch: 3 Hidden Winners That Will Profit From the Crisis
"The rapid rise of artificial intelligence (AI) is creating an unprecedented energy crisis in the U.S. As AI data centers proliferate to support advanced computing needs, their electricity consumption is projected to soar, potentially reaching 6.7% to 12% of the nation's total power by 2028 - enough to power 24 million homes. This surge outpaces the current grid's capacity, highlighting a critical gap between digital innovation and physical infrastructure."
"Exxon Mobil (XOM) Exxon Mobil ( ) is well-positioned to profit from the AI energy crunch by leveraging its dominance in natural gas production. The company's ability to rapidly scale output makes it a key player in meeting the immediate power demands of data centers, projected to require 325,000 to 580,000 gigawatt hours (GWh) annually by 2028. With the Trump administration's pro-fossil-fuel policies and recent reversals of gas phase-out plans, the environment favors natural gas as a quickly deployable solution."
The rapid rise of artificial intelligence is driving exponential growth in data center electricity consumption, potentially reaching 6.7% to 12% of U.S. power by 2028, enough to power 24 million homes. The surge outpaces current grid capacity, creating a gap between computing demand and physical infrastructure. Nuclear energy is positioned as a long-term solution, but new reactor construction exceeds a decade. Short-term solutions include natural gas, hydroelectric, and geothermal power, each constrained by environmental, policy, and infrastructure challenges. Coal remains a baseload source but faces emissions and public opposition. Rising costs and community resistance are already evident. Exxon Mobil is well-positioned to supply scalable natural gas to meet immediate demands.
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