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Power Demand Soars: AI Fuels 30% Increase by 2035

11/5/2025

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Summary

Story summary

Global power demand is projected to rise 30% by 2035, driven by the energy needs of artificial intelligence and data centers.
Their share of total power use is expected to grow from 1.5% to 3.5%, with clean-energy funds such as the iShares Global Clean Energy ETF rising 51.72%.
The surge benefits large-scale power providers and the nuclear energy sector.
Vistra Corp. is up 28.99% year-to-date.
Cameco Corp. has surged 93.35%.

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Story summary

Global power demand is projected to rise 30% by 2035, driven by the energy needs of artificial intelligence and data centers.
Their share of total power use is expected to grow from 1.5% to 3.5%, with clean-energy funds such as the iShares Global Clean Energy ETF rising 51.72%.
The surge benefits large-scale power providers and the nuclear energy sector.
Vistra Corp. is up 28.99% year-to-date.
Cameco Corp. has surged 93.35%.