AI is creating one of the largest new electricity loads in decades and now its also becoming the intelligence layer needed to operate energy system supporting it. U.S. AI-in-energy market is expected to reach ~$42B by 2035 which is ~13x today as grid modernization, energy security and rising power complexity force utilities and data centers to automate more of the system. That creates opportunities across the entire power stack: Generation & Onsite Power • $CEG maximizing output & uptime across nuclear generation as AI drives baseload demand higher • $VST monetizing rising electricity demand while optimizing generation & dispatch across its fleet • $BE deploying behind-the-meter fuel cells that let AI data centers add reliable onsite power without waiting years for grid upgrades • $NEE combining large-scale generation, renewables & storage with one of the biggest development pipelines serving future load growth Grid Intelligence & Utility AI • $ITRI pushing intelligence directly to grid edge through smart meters, distributed intelligence & real-time utility data • $GEV using GridOS & digital infrastructure to make an increasingly complex electric grid easier to forecast and operate • $PLTR turning fragmented utility, generation & asset data into real-time operating decisions Storage, Demand Response & Grid Flexibility • $EOSE building long-duration storage that can shift electricity across hours as AI increases value of dispatchable power • $FLNC combining grid-scale batteries with software that determines when & where storage should dispatch • $TSLA using Autobidder to optimize Megapack fleets & electricity-market participation • $TE expanding into battery & energy infrastructure as AI data centers create new demand for behind-the-meter power systems Data Center Energy Management • $VRT optimizing the power & cooling path from grid all the way to increasingly dense AI racks • $MOD supplying precision cooling as higher rack densities make thermal management a larger part of AI infrastructure spend • $ON supplying the power semiconductors that improve conversion efficiency as AI data centers transition toward higher-voltage architectures