The 1 Thing That Can Slow AI's Growth -- And 3 Stocks That Will Profit From It

"Because artificial intelligence (AI) demand is growing so rapidly, and data centers are such power-hungry operations, the one thing that will slow AI's rapid ascent is energy supply. The surge in AI applications requires vast computational power, with data centers consuming electricity equivalent to small cities and projected to increase demand tenfold by 2030. This strains power grids that are already facing reliability issues due to intermittent renewables."

"Nuclear power is the long-term solution because it is less expensive than other sources, offering baseload, carbon-free energy at a lower levelized cost. While nuclear power has some hurdles of its own to widespread adoption, like regulations and long build times, the three stocks that follow can begin solving the problem today. Unlike upstart small modular reactor (SMR) companies, these three stocks are already up and running and delivering."

"Constellation Energy ( ) stands out as the owner of America's biggest nuclear portfolio, with nearly 90% of its generation coming from nuclear sources. This gives Constellation a direct edge in addressing AI's energy crunch by supplying reliable, 24/7 power that data centers need to avoid downtime. The company's reactors produce over 23 gigawatts (GW) of capacity, enough to power millions of homes or equivalent AI operations."

AI applications are driving a rapid surge in computing demand, pushing data centers to consume electricity comparable to small cities and projecting a tenfold increase in demand by 2030. Power grids face reliability challenges because of intermittent renewable generation. Nuclear power offers baseload, carbon‑free electricity at a lower levelized cost than many alternatives, making it a strategic long‑term solution despite regulatory and long construction timelines. Existing nuclear operators can deliver capacity immediately. Constellation Energy operates nearly 90% nuclear generation, over 23 GW of capacity, and secured a power purchase agreement to restart Three Mile Island, adding 835 MW by 2028.

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