3 Utility Stocks Built for the Coming AI Power Crunch

The Motley Fool highlights Constellation Energy (CEG), Entergy (ETR), and NextEra Energy (NEE) as utilities well-positioned to benefit from surging electricity demand from AI data centers. Constellation Energy, a nuclear power operator with 15 plants, benefits from hyperscaler demand and has secured long-term deals with Meta, with earnings expected to grow ~25% this year.

Why it matters: Entergy will supply power to Meta's $50 billion data center in Louisiana and Amazon's projects in Mississippi, with earnings forecast to rise ~40% by 2029 despite raising $4.4B in equity.