Data centers will need a lot more electricity. That's the takeaway from Goldman Sachs research published Sept. 1, 2026, which estimates U.S. data center power demand could approach 108 gigawatts by 2030.
That surge creates opportunities not only for utilities that deliver power to the grid, like American Electric Power (NASDAQ: AEP), but also for companies that manage power and heat inside the data center, like Vertiv (NYSE: VRT). Here's how these industrials stocks can help you profit from the artificial intelligence (AI) power boom.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
American Electric Power is one of the country's leading utilities, serving millions of customers across 11 states. It also operates the largest transmission network, which puts it in a prime spot to capture rising demand from data centers for more high-voltage lines and additional power supply.
AEP now has 69 gigawatts of contracted load additions through 2030, up from 63 gigawatts disclosed in the first quarter. That increase highlights growing customer commitments and supports the case that data center demand is durable.
#power #flashing
That surge creates opportunities not only for utilities that deliver power to the grid, like American Electric Power (NASDAQ: AEP), but also for companies that manage power and heat inside the data center, like Vertiv (NYSE: VRT). Here's how these industrials stocks can help you profit from the artificial intelligence (AI) power boom.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
American Electric Power is one of the country's leading utilities, serving millions of customers across 11 states. It also operates the largest transmission network, which puts it in a prime spot to capture rising demand from data centers for more high-voltage lines and additional power supply.
AEP now has 69 gigawatts of contracted load additions through 2030, up from 63 gigawatts disclosed in the first quarter. That increase highlights growing customer commitments and supports the case that data center demand is durable.
#power #flashing
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