Rising electricity demand from AI data centres is creating new pressure on power systems and pushing companies into energy storage, on-site generation and grid infrastructure.
Data centre electricity use is expected to nearly double by 2030, making reliable power supply one of the main constraints in the AI infrastructure boom. Analysts say this is creating opportunities for companies that can deliver scalable generation, storage, grid hardware, cooling and data centre power systems.
MarketBeat and The Motley Fool have highlighted GE Vernova, Vertiv, Eaton, Bloom Energy, Constellation Energy, Micron Technology and Marvell Technology as companies positioned to benefit from AI-related energy and infrastructure demand.
GE Vernova supplies turbines and grid equipment, Vertiv provides cooling and power systems, and Eaton delivers electrical distribution hardware. Bloom Energy offers on-site fuel cell generation that can help bypass grid constraints, while Constellation’s nuclear fleet provides carbon-free baseload power. Micron and Marvell are linked to the wider AI infrastructure chain through high-bandwidth memory and optical networking.
The pressure is also drawing in companies outside the traditional utility sector. Ford and General Motors are moving into battery storage, while GM is working with Redwood Materials on end-of-life EV batteries for utility-scale storage. Crusoe Energy is using second-life EV batteries from Redwood to support AI cloud data centres.
“The whole AI industry is struggling with how to access more reliable power on a fast time scale,” said Cully Cavness, Crusoe’s co-founder, president and chief operating officer.
Analysts suggest the market could develop through rapid deployment of on-site generation, small modular reactors and battery storage, or face slower growth if permitting and capital constraints delay new capacity.
Source: MSN
