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ENERGY DEMAND FROM DATACENTERS HAS A 10Y CAGR AT 14.8%
Companies to benefit from this demand:
Nuclear: $CEG $CCJ $OKLO $NNE $SMR $GEV $BN $BAM (Westinghouse) $BWXT $LTBR
LNG (Natural Gas): $NEXT $VG $LNG $TELL
Renewables: $NEE $BE $FSLR $ENPH $RUN $ORA
Battery Suppliers: $TSLA $EOSE $ENS $ALB $LAC
Grid / Utilities: $DUK $SO $EXC $D $AEP $ED $PCG $XEL $EIX
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