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Markets · Investing · Business
Finance
This Energy Stock Is Helping Solve AI's Biggest Constraint
Bloom Energy is solving one of AI's biggest quagmires, but rapid share price appreciation and a rich valuation are relevant concerns.
Without power and dependable access to electricity, there is no artificial intelligence (AI) revolution. A 2024 report by the International Energy Agency (IEA) indicates that data centers accounted for 1.5% of global electricity consumption that year.
Data points like those are among the reasons why some investors are turning to utility stocks as non-tech AI plays. It's a logical line of thinking but not risk-free.
Details
Grid enhancements take time. Likewise, it can take five or more years for utilities to add new transmission lines for data centers. That doesn't jibe with hyperscalers' "let's get started now" views.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.
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