The rise of AI and cloud data centers is fueling record demand for solar, storage, and clean power solutions. Investors looking to ride this megatrend can watch these 10 publicly traded companies leading the charge.
1. NextEra Energy (NYSE: NEE)
The largest U.S. renewable developer, supplying hyperscalers with gigawatts of clean power through long-term PPAs.
2. Brookfield Renewable Partners (NYSE: BEP)
Global clean energy leader with a portfolio tailored to serve digital hubs and cloud campuses.
3. First Solar (NASDAQ: FSLR)
America’s premier solar manufacturer with strong utility-scale demand and U.S.-based production.
4. Tesla (NASDAQ: TSLA)
Beyond EVs, Tesla’s Megapack batteries are becoming the standard for large-scale storage and data center balancing.
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5. Fluence Energy (NASDAQ: FLNC)
Backed by Siemens and AES, Fluence delivers AI-powered energy storage systems to optimize clean power use.
6. Eos Energy (NASDAQ: EOSE)
Specializing in zinc-based long-duration storage, critical for 24/7 renewable-powered operations.
7. Bloom Energy (NYSE: BE)
Fuel cell pioneer piloting prime power solutions for data centers and green hydrogen applications.
8. Plug Power (NASDAQ: PLUG)
Building out hydrogen production and fuel cell systems aimed at clean, scalable power.
9. FuelCell Energy (NASDAQ: FCEL)
Speculative clean fuel cell play, targeting baseload and backup energy applications.
10. Stem Inc. (NYSE: STEM)
AI-driven storage optimization company, small-cap but aligned with the digital power transition.
The Bottom Line
The AI revolution = energy revolution. These 10 stocks represent the companies delivering clean, scalable, and reliable megawatts to power the data economy. For investors, they offer a direct line into the biggest industrial shift of the decade.
