The artificial intelligence (AI) boom has a dirty little secret: The technology is an energy hog of epic proportions. Training an advanced frontier large language model can consume as much electricity as 1,000 U.S. homes use in a year, depending on model size and run time. As Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) race to build ever-larger AI systems, they’re hitting a wall that has nothing to do with computing power — it’s the electrical grid.
The math is brutal. Data centers already consume 2% of global electricity. With AI workloads growing exponentially, that could hit 8% by 2030, according to the International Energy Agency. Wind and solar can’t scale fast enough. Natural gas would derail climate commitments. That leaves one option tech companies once shunned: nuclear fission.
The nuclear renaissance is here, and these three energy stocks offer the best ways to profit.
This post originally appeared at The Motley Fool.