AI's Insatiable Electricity Appetite Fuels Demand for Reliable Clean Power

As of November 14, 2025, the insatiable appetite for electricity by artificial intelligence (AI) is posing a significant challenge for the power grid. AI data centers are currently requiring hundreds of megawatts of power and 24/7 clean energy that the current grid cannot fully provide. Demand projections show that by 2030, AI will add a staggering 60 to 120 gigawatts of new load to the U.S. grid, equivalent to Italy's entire power consumption.

To meet this surging demand, companies capable of generating reliable nuclear power, expanding transmission lines, or cooling high-density servers are already securing multi-year contracts with the AI power players. Constellation Energy, which operates the largest nuclear fleet in the U.S., is well-positioned to benefit from this trend. The company's third-quarter 2025 results showed strong pricing and steady output, with large tech firms like Microsoft and Meta Platforms signing long-term power purchase agreements.

Another player capitalizing on the AI power surge is Vistra, which combines 41 gigawatts of nuclear, gas, and utility-scale batteries across markets where AI load is increasing the fastest. Vistra's diverse portfolio enables it to serve both peak and firm demand while monetizing the volatile price swings in key power markets. The company's third-quarter 2025 ongoing operations adjusted EBITDA hit $1.58 billion, and it has provided guidance for further growth in 2026.