NVIDIA suddenly held a closed-door meeting on AI power consumption, and US energy stocks got a boost. I originally thought they were focused on selling GPUs, but as we dig deeper into power consumption, the gap in data centers is becoming more apparent.

This year, Wall Street is seriously labeling "power infrastructure" with the AI concept for the first time, and US power-related stocks ⚡️ have already seen a collective rally:

Among them, $Vertiv(VRT.US) and $GE Vernova LLC(GEV.US), which are part of the data center power supply chain, rose the fastest.

Public utility power companies' stock price gains lagged significantly behind, such as $Nextera Energy(NEE.US), $Duke Energy(DUK.US), and $Dominion Energy(D.US).

In the past, power stock rallies were usually driven by inflation, interest rates, and defensive attributes, but this time is different. AI has turned power from a stable industry into a bottleneck industry. I remain optimistic about power stocks.