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Surpassing AI giant NVIDIA!? The top 3 US electric power stocks surged 96% year to date!

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moomooニュース米国株 wrote a column · Apr 11 16:41
This article uses automatic translation for some of its parts
While the possibility that artificial intelligence (AI) will drastically increase electricity demand is being hotly discussed in the market, US electric power stocks have experienced a strong rise.
Within the United States, we develop the electric power business through our subsidiaries, perform power generation, wholesale electricity, fuel transportation/management, fuel asset optimization, risk management, etc., and provide integrated power solutions including retail sales of electricity and related products to general households, and power generation project businesses $Vistra Energy (VST.US)$ What is the stock price ofIt has risen drastically by 96% or more since the beginning of the year, $NVIDIA (NVDA.US)$ Exceeded the rate of increase. Furthermore, $Constellation Energy (CEG.US)$ with $NRG Energy (NRG.US)$ The stocks of the two energy companies also showed excellent performance, and year-to-dateThe rate of increase has reached 65.51% and 41.83%, respectively
Surpassing AI giant NVIDIA!? The top 3 US electric power stocks surged 96% year to date!
This rise in stock prices is reflected in the market's optimistic expectations for the development of AI technology, particularly the potential driver for energy demand.
$NVIDIA (NVDA.US)$ Jensen Hwang, CEO of, emphasizes the importance of improving computational efficiency and reducing energy consumption, and OpenAI founder Sam Oltman points out that breakthroughs in energy technology are necessary for future AI development, and in particular, nuclear fusion and cheaper solar power generation and storage technology are necessary. These views highlight the close relationship between AI development and energy demand.
As AI technology continues to advance, energy consumption is expected to increase drastically, especially in data centers and supercomputer center applications. This trend is causing investors to look at the power industry and look for future growth opportunities. However, existing power infrastructure, particularly in America and Europe, is facing updates and modifications to meet new energy connection requirements and improve transmission and distribution grid efficiency.
Even so, the market's enthusiasm for electricity stocks has not waned, and investors are showing a positive attitude towards the increase in energy demand driven by AI. This trend is likely to continue as applications of AI technology continue to expand, and power demand and the performance of related stocks are further promoted.
— MooMoo News Zeber
Source: MINKABU, MOOMOO
This article uses automatic translation for some of its parts
Surpassing AI giant NVIDIA!? The top 3 US electric power stocks surged 96% year to date!
Surpassing AI giant NVIDIA!? The top 3 US electric power stocks surged 96% year to date!
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