24/7 Wall Street
11 Jul 2026, 10:13 UTC · 2h ago
This “Boring” ETF Could Be One of the Biggest Winners from the AI Boom
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
11 Jul 2026, 10:13 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Goldman Sachs projects that AI will drive a 165% increase in data center power demand by 2030. — A massive surge in structural demand for electricity creates a long-term growth catalyst for the utility sector, shifting it from purely defensive to growth-oriented.
+0.60Major technology companies (Microsoft, Amazon, Google, and Meta) have committed hundreds of billions of dollars to expand data center capacity. — Direct capital expenditure from hyperscalers ensures a guaranteed pipeline of demand for the infrastructure and power providers mentioned.
+0.50The Utilities Select Sector SPDR ETF (XLU) provides AI infrastructure exposure at relatively low valuations of 19x earnings and 8x cash flow. — Attractive valuation multiples combined with a new growth catalyst make the sector an appealing alternative to high-priced AI technology stocks.
+0.40Continue reading
6 related stories
Top 1 mover · tap to explore
Deloitte research indicates that demand for AI data centers is expected to increase fivefold between 2024 and 2035. — Corroborates the Goldman Sachs data, strengthening the thesis for long-term utility sector bullishness.
+0.30Which stocks this story touches
Increasingly important partner for tech companies due to its large fleet of nuclear power plants for AI baseload power.
Positioned to benefit from long-term growth due to expanding renewable generation for AI data centers.
Identified as a company well positioned to benefit from growing electricity demand created by AI.
Identified as a company well positioned to benefit from growing electricity demand created by AI.
Mentioned as a major investor in AI infrastructure, driving demand for electricity.
Mentioned as a major investor in AI infrastructure, driving demand for electricity.
Mentioned as a major investor in AI infrastructure, driving demand for electricity.
Mentioned as a primary company investors think of regarding AI, though primarily used as a contrast to utility valuations.
Mentioned as a major investor in AI infrastructure, driving demand for electricity.
[a_to_b] Constellation Energy provides carbon-free electricity for AI data centers used by technology companies like Amazon.
[a_to_b] Constellation Energy provides carbon-free electricity for AI data centers used by technology companies like Microsoft.
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The Motley Fool
1h ago
[a_to_b] NextEra Energy provides renewable generation and transmission infrastructure to support hyperscaler data centers like Amazon's.
