Companies that service power grids are surging, and analysts at JPMorgan and elsewhere see that trend continuing amid the AI boom and push for electrification.
Wind turbines and electricity power lines in Zaragoza, Spain, on Tuesday, Feb. 25, 2025. Europe’s top renewable energy developer has focused the bulk of its investments on grid projects in the US, UK and other global markets — a business that has performed well.
The AI boom is having a ripple effect. We’ve seen interest in nuclear and geothermal energy spike. Now, you can add grid tech to the list.
A Silicon Valley Power substation in Santa Clara, California, US, on Monday, Nov. 3, 2025. Two of the world’s biggest data center developers have projects in Nvidia Corp.’s hometown that may sit empty for years because the local utility isn’t ready to supply electricity. Photographer: Jason Henry/Bloomberg
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