The IEA expects data center electricity consumption to roughly double from 2025 to 2030, with AI-focused data centers tripling over the same period. The article highlights three power stocks: GE Vernova (GEV), up 36% this year as of the Oct. 29 close; Vertiv (VRT), up 52%; and Vistra (VST), down about 13%. Vertiv's third-quarter sales excluding acquisitions rose 55%, GE Vernova's third-quarter organic revenue grew 18%, and Vistra's second-quarter adjusted EBITDA rose more than 30%. The article says the main risk is a slowdown in AI spending or regulations that stall data center development.
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electricitydata centersartificial intelligence
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.81 |
| Change that session | -4.14% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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