You already know AI is changing everything—from how we work and communicate to how we invest. But there’s one crucial piece that’s not getting enough attention.

The truth is, none of this AI growth is possible without a massive surge in electricity. According to consulting firm ICF, global power demand is expected to rise by 25% by 2030… and 78% by 2050.

And here’s the kicker: We’re not ready.

Within 3–5 years, blackouts and soaring utility bills could become the norm.

But where there’s crisis, there’s opportunity… 

Let’s delve into the numbers that reveal just how severe the looming AI crisis could be… and two sectors savvy investors are buying to capitalize on the situation.

AI’s massive energy problem

New AI data centers are popping up at an astounding rate… Data centers in the U.S. have doubled since 2021. And they’re getting bigger. Tech giants like Meta (META) are building massive eight-story data centers spanning 60 football fields, consuming more electricity than entire cities. 

Goldman Sachs predicts the world will need 47 gigawatts of new power generation by 2030 just to support data center growth. To put that number into perspective, it’s equivalent to powering over 32 million homes—a 21% increase in America’s total housing supply.

Even wilder: That’s a conservative estimate—and it doesn’t even take into account the massive amounts of land, water, and other infrastructure that data centers require.

It’s also worth noting that as AI becomes more advanced, its energy needs rise. Liquid-cooled chips like Nvidia’s latest generation require nearly double the power of previous models.

The infrastructure to support this is years behind where it needs to be. Utilities are already warning they can’t guarantee long-term capacity.

Hyperscalers like Microsoft and Amazon are scrambling to lock in power deals 20-plus years out. Microsoft even signed a deal to reopen the infamous Three Mile Island nuclear plant—a project that won’t produce electricity until 2028.

Let that sink in: The biggest tech companies in the world are so concerned about future electricity access, they’re tying up supply decades in advance. If that doesn’t scream investment opportunity, we don’t know what does.

Put simply, AI is driving explosive growth in power demand… And the current energy infrastructure isn’t enough to keep up.

Energy infrastructure investments are projected to reach $150 billion by 2029 to build out capacity for these new power demands.

The situation creates an incredible opportunity for two sectors…

Utilities—no longer just your grandfather’s dividend stock

Forget everything you thought you knew about utilities. Power companies are no longer just slow, steady performers—they’re rapidly becoming the backbone of AI infrastructure.

You can already see this trend playing out in regions with the most data center growth.

For instance, Virginia has the most data centers in the country—more than the next five largest markets combined—thanks to low energy costs and state tax incentives. Meanwhile, regions seeing significant data center growth include Texas, California, Arizona, and Oregon.

Utility companies in these areas are evolving from stable, predictable investments to dynamic growth opportunities. Dominion Energy, Duke Energy, and American Electric Power are just a few examples of companies trading near their 52-week highs. And many of them are cheap at current levels given their growth potential.

The situation is similar to telecommunications companies during the internet and smartphone booms. AT&T (T) and Verizon (VZ) used to be boring dividend stocks… until the internet revolution turned them into major growth stories.

The bottom line: Utilities—once considered slow-growing dividend stocks—are now poised to become the backbone of the AI revolution… and become major growth players in the process. 

Uranium: The fuel of the future

Nuclear energy is finally getting the recognition it deserves. It’s clean. It’s scalable. And it’s the only realistic solution to the AI power crunch over the long term.

And the government sees it, too.

Back in May, President Trump issued a series of sweeping executive orders to dramatically ramp up nuclear energy production in the U.S. And the uranium sector is already reaping the rewards…

After a brief selloff earlier this year, the Global X Uranium ETF (URA) has bounced from $20 in April to $42—an 11-year high. 

Individual names like Cameco, UEC, Denison Mines, and NexGen Energy are ripping higher, too.

What to do now

We’re still in the early innings of the AI revolution. Yes, AI stocks have run up, and you might feel like you missed the boat. But the truth is that the real opportunity is just getting started.

If you want long-term exposure to AI, start building a position in the companies that make it all possible: utilities and uranium. Because when the world realizes we can’t keep up with AI’s electricity needs, these are the stocks that could surge.

And make sure to join Frank and Daniel for their FREE live event, AI’s Power Crisis: How to Profit Before the Lights Go Out, on September 25 at 7 p.m. ET.

The guys will deep-dive into the AI energy crisis… share the under-the-radar stocks poised to skyrocket… and answer your most pressing questions during a live Q&A.

Get 3 stock picks FREE when you register.

“OpenAI’s decision to recast its for-profit arm as a public benefit corporation while keeping control in the hands of its nonprofit parent is without precedent at this scale,” said Sanchit Vir Gogia, chief analyst and CEO at Greyhound Research. “It is a structure that fuses two competing logics: the relentless need to raise capital for models that cost billions to train, and the equally strong pressure from regulators, investors, and the public to demonstrate accountability.”

The proposed structure enables OpenAI to attract traditional investors who expect potential returns, while the nonprofit parent can ensure safety considerations aren’t sacrificed for profit. However, Gogia warned the hybrid model is “as much a gamble as it is an innovation,” noting concerns about “who carries liability if something goes wrong, whether fiduciary duty to investors will override social commitments when revenues are threatened.”

Charlie Dai, VP and principal analyst at Forrester, said the structure “could influence others because it balances capital access with mission-driven oversight” but warned that “regulatory scrutiny, lawsuits, and governance complexity introduce uncertainty around decision-making speed and long-term stability.”

There’s a constant worry about AI being overused, particularly tools like ChatGPT being used to create “AI slop.” And now it seems that British MPs may be increasingly guilty of this.

An investigation of the parliamentary records by Pimlico Journal (via The Telegraph) shows a rise in the use of common AI phrasing by MPs in the speeches they’re delivering in Parliament.