The return of Donald Trump and the announcement of the ambitious "Stargate" project are bringing a breath of fresh air to the US AI and energy sector. With an investment of up to 500 billion dollars, OpenAI, Softbank and Oracle are planning to build the next generation of high-performance data centers. The aim is to create the infrastructure for future AI technologies - a project that could not only revolutionize the AI world, but also provide new impetus for the energy sector.

The winners of the AI revolution

Companies like $NVDA (-3,63%) NVIDIA, $MSFT (-1,57%) Microsoft and $ORCL (-4,33%) Oracle are among the obvious beneficiaries of the new AI boom. Their hardware and software solutions are essential to provide the required computing power. However, the increasing demand for energy for these data centers has brought another issue into the spotlight: nuclear power.

Nuclear power as the basis for the future of AI

The immense power requirements of modern data centers demand stable energy sources. As a result, nuclear power is making a comeback in the USA - it is seen as a reliable solution to ensure the operation of energy-intensive AI and quantum computing applications. Companies like Constellation Energy, Vistra and Centrus Energy are in focus, as they are ideally positioned to benefit from this development.

• $CEG (-7,34%)
  Constellation Energy, core player in the nuclear energy sector.
• $VST (-7,68%)
  Vistrawith one of the largest nuclear power fleets in the USA.
• $LEU (-5,17%)
  Centrus Energya leading supplier of nuclear fuel, sees strong growth due to increasing demand.

Conclusion

Finally a breath of fresh air for NVIDIA and Co. Vistra would be my personal favorite to meet the increasing demand for energy. Nancy Pelosi has a similar view ;) Good luck to you all!

Hello my dears, this morning dear Kate drew my attention to the fact @Iwanowitsch that I am hardly invested in the growing energy sector. That's why there was an addition to my portfolio this morning. (you can find the reason and a link to why I'm investing here in the comments at Kate)

Today would have $CEG (-7,34%) would also have been a good choice.

Due to the expansion of data centers, shares in the energy sector such as $CEG (-7,34%)
$VST (-7,68%)
$ETN (-2,59%) and $BWXT (-3,54%) (nuclear) are soaring, especially after the announcement by $MSFT (-1,57%) regarding nuclear energy.

After looking into your private crystal ball, do you think that a longer-term trend has begun in terms of share price development? Or do you think that everything is already priced in and that the rise will soon flatten out again, so that all that's left now is to chase the "runaway train"? (I think this will happen much faster than the "normal" investor thinks - after all, "smart money" is a bit smarter than we are).

Personally, I think that the most likely candidates here are the established $SU (+0,5%) and $ETN (-2,59%) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (-1,27%) (SMRs - although the question is when they will actually be built and profitable).

What do you think? Are you looking at other companies in this field?