Summary of the hottest AI energy and power stocks (U.S. & Japan)

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Introduction.

Along with the rapid spread of AI, global demand for electricity is growing at an unprecedented rate.

In particular, the increased power load caused by the surge in generated AI and data centers is no longer a problem for one company,A turning point in time that will force the restructuring of the entire infrastructureWe can say that we have entered the

We are already close to the day when AI will become central to business activities and part of our daily lives.

Within this major trend, a new theme called "AI x Energy" is attracting attention. In areas such as renewable energy, energy storage systems, smarter power transmission and distribution networks, and even supply and demand optimization through AI,A group of companies supporting the next generation of electric power infrastructure with technologyis strengthening its presence.

Here,Among "AI energy and power stocks" in the U.S. and Japan, we focus on growth stocks and mid- to small-cap stocks that combine growth potential and technological superiority, and pick up stocks that we are personally interested in.The following is a list of the most common problems with the "C" in the "C" column.

Why are power-related stocks in the spotlight now?

Behind the strong interest now in electric power-related stocks,Explosive growth in AI demand and accompanying surge in power consumptionThere is a

The data centers that support generative AI and large-scale language models (LLMs) are,Requires an unmatched amount of power compared to traditional IT infrastructureThe following is a list of the most common problems with the "C" in the "C" column.

For example, training a model like ChatGPT consumes tens of thousands of MWh of electricity, and mega-tech companies such as Google and Microsoft are in the process of building data centers at a rapid pace.

In order to stably supply this enormous demand for electricity, it has become essential to strengthen the power infrastructure and diversify suppliers.The following is a list of the most common problems with the "C" in the "C" column.

As a result, funds are flowing into power-related players such as renewable energy companies, nuclear power-related companies, and transmission infrastructure development companies.

Also,Electric power-related stocks have been synonymous with high dividends and low growth as defensive stocks, but with the AI boom, they are becoming more of a "growth stock.The following is a list of the most common problems with the "C" in the "C" column.

In the U.S., in particular, there has been a series of upward revisions in earnings among utility companies that have won power supply contracts with data centers,The core sector connecting AI and power is undergoing a revaluation.The following is a list of the most common problems with the "C" in the "C" column.

Electricity is a resource that is the blood of AIThe following is a list of the most common problems with the "C" in the "C" column.
The fact that people are looking at infrastructure as much as, if not more than, hardware and software is the main reason why power-related stocks are attracting so much attention.

How much is the demand for electricity increasing with the spread of AI?

Increased demand for electricity due to widespread use of AIis not just a "slight increase" dimension,Impact at a level that will shake the structure of the entire electricity marketThis is bringing about a

The following is a summary of the actual situation.

Specific data showing "rapid growth" in electricity demand

Data Center Power Consumption

• The International Energy Agency (IEA) predicts that,Global data center power consumption will more than double from about 460 TWh in 2022 to up to 1,050 TWh in 2026The "M" in "M" is considered to be the "M" in "M".
• These numbers are,Equivalent to approximately 90% of Japan's total annual electricity consumptionThe scale of the project.

Amount of power required for AI model training

• About 1,287 MWh (equivalent to the annual electricity consumption of about 120 households) is required for the GPT-3 study,Estimated to have increased to over 28,000 MWh in GPT-4There are also
• In AI models that will become even more sophisticated in the future,Power load during learning may increase exponentiallyThere is a

Trends in the U.S.

• In data centers that Microsoft, Google, Amazon, and others are building or planning in the U.S,Consumes an average of 200-500 MW of electricity per facilityDo.
• This isEquivalent to the level supplied by one medium-sized nuclear power plantThe following is a list of the most common problems with the "C" in the "C" column.

Impact by region

United States of America

• In some states (Iowa, Virginia, etc.),AI and cloud-related power demand is reaching the upper limit of local supply capacityThe following is a list of the most common problems with the "C" in the "C" column.
• The power grid has not kept pace,Large projects were delayed or cancelled in some cases.The following is a list of the most common problems with the "C" in the "C" column.

China & Europe

• In China, the aim is to foster the AI industry.Electricity Priority Supply Policy for Smart Computingis launched.
• In Europe, securing a balance between AI and renewable energy has become an important issue,Regulations for setting up data centers are tighteningThe following is a list of the most common problems with the "C" in the "C" column.
  

Future Direction of Electricity Demand

Factors behind rapid growth

• Expanding applications of AI (generative AI, video generation, robotics, medical diagnostics)
• Cloud-centric processing regimes, not edge AI, are the normis
• Due to the huge size and complexity of the modelExplosive increase in computing resources

Anticipated future image of the company

• By 2030, AI-related alone could account for more than 101 TP3T of global electricity consumptionIt has also been suggested that
• This trend is not transient,Long-term themes that continue to be structuralconsidered to be a

The spread of AI is,Triggering a New Energy RevolutionThe situation can be described as follows.
Not only hardware innovations and algorithmic advances,Can you secure power?" is the difference between winning and losing in the AI competition.is coming.
The focus on electric power-related stocks is a phenomenon that mirrors this real change in demand structure.

How much growth is projected for the electricity market in the future?

Future Growth Projections for the Electricity Marketis due to the overlap of multiple megatrends such as AI, EVs, renewable energy, and semiconductors,Entering a historic expansion phaseIt is seen as a

Macro Outlook for Global Electricity Demand

International Energy Agency (IEA) Forecasts

• World electricity demand is,Increase of about 25-301 TP3T between 2022 and 2030The company expects that it will be
• Especially the proliferation of AI, cloud computing, EVs, and heat pumps,The "electrification" trend is further accelerating.
• To achieve carbon neutrality by 2050,The world's electricity supply needs to be expanded to double the current level.and pointed out

Renewable energy-centered composition change

• Approximately 901 TP3T or more of new power sources to be built by 2030Renewable energies such as solar, wind, and hydropower
• Global installed PV capacity will increase from about 1,000 GW in 2022 toReach 3,500 GW scale by 2030Forecasts of the

Areas of significant growth by region

United States of America

• Backed by demand for AI, semiconductors, and cloud computing,Electricity demand annual growth rate averaging 2.5-3.01 TP3T pace in 2024-2030
• In data center clusters such as Texas and VirginiaPeak demand increased by more than 501 TP3T over the past decade

China and India

• by the rapid expansion and industrialization of EVs,China and India alone account for about 501 TP3T of the world's increased electricity demand
• Especially in China,Urban electrification rate reaches nearly 100%, and investment in rural infrastructure is surging

Electric power-related market size expansion forecast

Smart Grid Market

• Approximately $53 billion as of 2023
• Doubling to over $100 billion by 2030and is projected to grow at a CAGR of more than 9%

AI Energy Management Market

• Approximately $8 billion in 2023
• Over $40 billion by 2030There is also an estimate thatHigh growth industry with CAGR 25-30%

Global Power Infrastructure Investment

• over the next 20 years,Cumulative investment of about $30 trillion required... is considered ...
• Combined fields of renewable energy + power transmission and distribution + grid control, etc. are covered.

In the future, the electricity market will shift from its traditional positioning as a stable and mature industry,Strategic growth industry with triple growth drivers: digital x clean x high demandThe evolution of the company to

Especially for the year 2030,A tipping point where the scale and structure of the market will be reshaped by the convergence of AI and decarbonizationin the
The surge in attention as an investment target also reflects this irreversible trend.

Below is a list of notable issues by category.

Power Generation Technology & Renewable Energy Equipment Sector (U.S. Equities)

We list companies involved in innovative power generation technologies, renewable energy, SMR, etc.

First Solar [FSLR].

Corporate Strengths and Characteristics

 First Solar is the leading solar panel manufacturer in the United States,The greatest feature of the company is that it manufactures its own high-efficiency modules based on thin-film CdTe (cadmium telluride) technology.The following is a list of the most common problems with the "C" in the "C" column.
Chinese manufacturers have a technological position that is distinct from the mainstream silicon-based companies,Geopolitical competitive advantage" to meet the demand for renewable energy equipment in the U.S. and European markets.The following is a list of the most common problems with the "C" in the "C" column.

Through vertically integrated supply chains and proprietary technologies,Build a stable revenue model with minimal risk of price volatilityThe U.S. government's renewable energy support policy (IRA: Inflation Reduction Act) is also a major beneficiary of the U.S. government's renewable energy support policy.

Reasons for Attracting Attention

 In response to the rush to build data centers, which is expanding due to the spread of generative AI and cloud computing,Explosion in need for carbon-free power sourcesThe following is a list of the most common problems with the "C" in the "C" column.
First Solar, among others,A rare renewable energy equipment supplier that meets three criteria: made in the U.S., low carbon, and sustainable.The revaluation is underway as a Furthermore,A large-scale new plant is scheduled to start operation between 2024 and 2026, and production capacity is planned to expand to 75 GW per year.This bullish investment stance supports the company's growth expectations as a "core player" supporting future AI power demand. This bullish investment stance supports the company's growth expectations as a "core player" supporting future demand for AI power.

Bloom Energy [BE].

Corporate Strengths and Characteristics

 Bloom Energy is,Pioneer in distributed power systems based on solid oxide fuel cells (SOFC)and a technology company that enables clean and efficient power supply in real time.
Its flagship product, the Bloom Energy Server, uses natural gas, biogas, or hydrogen as fuel for on-site power generation while reducing emissions.

By this,Our strength is our ability to provide stable power infrastructure for facilities that are sensitive to outage risk and peak power costs, such as large data centers, hospitals, and manufacturing facilities.The following is a list of the most common problems with the "C" in the "C" column.
It also supports microgridization to reduce dependence on the power grid,Introduction of disaster preparedness and energy sovereignty is underway.The following is a list of the most common problems with the "C" in the "C" column.

Reasons for Attracting Attention

With the expansion of AI and cloud services,Growing need for reliable and decarbonized on-site power sources worldwideB Bu.
Room Energy responds to this need,Establishing a position as a "third option" different from both renewable energy and thermal powerEspecially in areas with unstable power supply, such as California,Multiple installations underway for data centersThe following is a list of the most common problems with the "C" in the "C" column.

In addition, the company hasAlso ahead of the curve in the development of the hydrogen fuel-compatible Bloom Electrolyzer, which is showing strong signs of being reevaluated as the hydrogen economy emerges.The following is a list of the most common problems with the "C" in the "C" column.
As a crossroads between two huge themes, decentralization and decarbonization of the electricity supply, it is highly visible from a long-term perspective.

NuScale Power [SMR].

Corporate Strengths and Characteristics

 New Scale Power (SMR)Ha,Nuclear startup developing the world's first commercial Small Modular Reactor (SMR)It was established with strong support from the U.S. Department of Energy (DOE) as
Compared to conventional large nuclear power plants,Next-generation nuclear power generation technology with superior construction cost, safety, and flexibilityThe company owns a

SMRs areDesigned to consist of about 77 MW output per unit, with the power generation capacity adjustable to meet demand by combining multiple modules.and isDeployable for municipalities, industrial clusters, and microgridsThe following is a list of the most common problems with the "C" in the "C" column.
The company's SMR is,Natural circulation type structure and passive safety system that does not require coolant are adopted.It has a high level of safety, being capable of autonomously shutting down and cooling down even in an emergency.

Reasons for Attracting Attention

 generation AI and semiconductor industries,A "non-carbon power source with a stable 24-hour supply" is becoming a prerequisite for the industrial infrastructure of the future.Compensating for the Compensate for the instability of renewable energy.As a baseload power source, SMRs are highly anticipated as an alternative to conventional nuclear power plantsThe following is a list of the most common problems with the "C" in the "C" column.

In the late 2020s,Global expansion is expected to go into full swing following the introduction of the first unit in Utah, U.S.A.The Also,The possibility of linking with AI power optimization technologies and designing dedicated SMRs for AI data centers is also being discussed, increasing its presence as a bridge between energy and technology.The following is a list of the most common problems with the "C" in the "C" column.
In the trend toward the revival of nuclear power, NuScale is attracting attention as a symbolic player in the "nuclear power of the future.

Stocks related to next-generation clean energy and small modular reactors (SMR) (U.S. and Japanese stocks) are summarized below.

Next-Gen Clean Energy: Small Modular Reactor (SMR) Stocks (US & Japan) - MiFsee

With the development of AI, investment in infrastructure infrastructure, including semiconductors and data centers, including NVIDIA, has skyrocketed.As AI technology evolves and becomes more common, it requires enormous amounts of computing power, and power consumption has increased dramatically along with it.

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Brookfield Renewable [BEPC].

Corporate Strengths and Characteristics

 Brookfield Renewable is,Infrastructure management company with a global portfolio of renewable energy assets including hydro, solar, wind, and energy storageThe following is a list of the most common problems with the "C" in the "C" column.
Under the parent company, Brookfield Asset Management, the company has a presence in more than 20 countries around the world.Total generation capacity of approximately 25 GW or moreThe company owns and operatesOne of the world's largest operators in hydroelectric power generationBut there is.

Unique Strengths,Stable cash flow based on long-term contracts and an asset-circulating investment model that guarantees growth potentialin the
In addition to developing solar and wind power in-house, the company also specializes in M&A acquisitions, operations, and restructuring,A rare company that combines "long-term income + growth" in clean energyIt is evaluated as a

Reasons for Attracting Attention

 Industries such as AI, cloud computing, and semiconductors areAs carbon-free power supply is becoming a requirement for businesses, companies like Brookfield that combine "availability, flexibility, and sustainability" are in the spotlight.The following is a list of the most common problems with the "C" in the "C" column.
Particularly,Holds a number of PPAs (long-term power supply agreements) with major cloud companies and is the behind-the-scenes support of AI infrastructureThe company's reputation as a "one-stop shop" has skyrocketed.

In addition, as global investment in renewable energy surges over the next decade, the company has alreadyActive entry into emerging markets with high growth potential and energy storage businessThe company is a member of the Japan Society for the Promotion of Science (JSPS), a non-profit organization,Not just a power generation company, but also a "Black Rock" of renewable energy is gaining recognition.The following is a list of the most common problems with the "C" in the "C" column.
The structure of BEPC, which is infrastructure revenue-generating but strongly tied to technology-driven electricity demand growth, is attracting increased attention.

Power Infrastructure, Transmission & Distribution Sector

Listing of companies that support technologies for "delivering electric power" such as power grids, storage batteries, substation facilities, and smart grids.

GE Vernova [GEV] (GE Vernova)

Corporate Strengths and Characteristics

 GE Bell Nova is,Startup company separated and listed from General Electric (GE) in 2024 as an energy divisionandA "full stack power company" offering a comprehensive range of wind power, gas turbine, transmission and distribution control solutions.The following is a list of the most common problems with the "C" in the "C" column.
above allIndustry-leading onshore and offshore wind turbine technology and high-efficiency gas turbine power generation technologyThe company has a proven track record of

It also supports the smart grid and stable supply of renewable energy.Power transmission and distribution automation solutions and digital monitoring systemsSuch as,Focus on power management area incorporating AI, sensor, and control technologiesIt features integrated services to upgrade and decarbonize infrastructure at the same time.

Reasons for Attracting Attention

 With the expansion of generation AI, EVs, and semiconductor plants,GE Vernova's presence expands as an integrated hardware and software company that satisfies both "quality and quantity of power supply" as the number of industrial sectors that require high load and stable supply explodes.The company is doing so.

Especially in the United States,GE Vernova's grid solutions business is growing rapidly in a policy environment where measures to address aging power grids and expansion of renewable energy introduction are simultaneously underway.The following is a list of the most common problems with the "C" in the "C" column.
Worldwide,Companies playing a "bridge" role in the transition from fossil fuels to renewable energy and distributed power sourcesIt is highly regarded as a

The company is building a symbolic position in the "infrastructure x tech" space, combining the technological assets of traditional energy companies with the new context of decarbonization and AI control. As a company directly involved in the digital transformation of the electric power industry, it is highly attractive from a long-term perspective.

Vistra Corp [VST] (Vistra Corp)

Corporate Strengths and Characteristics

 Bistra is,National integrated power infrastructure company that integrates power generation, retail, and energy storageand has a large power portfolio in the U.S., primarily in Texas.
Traditionally known as a thermal power-centered utility, in recent years it has drastically changed its business structure,Evolving into a "smart energy company" by integrating renewable energy and energy storage systemsThe company is now achieving a new level of success.

Notable,Aggressive investment stance in energy storage businessThe company is located in California. The company is located in California.One of the largest energy storage facilities in the U.S. (350 MW) begins operationsThe company has been promoting several energy storage projects, starting with this one.
In addition, the company is also taking steps to utilize AI-based demand forecasting and supply-demand control algorithms,Enhanced digital support for both flexibility and stability of power supplyThe following is a list of the most common problems with the "C" in the "C" column.

Reasons for Attracting Attention

 AI data centers, semiconductor factories, EV charging networks, etc,With the rapid expansion of infrastructure demanding instantaneous high output and stable supply for long periods of time, VST is building a trinity model of "energy storage + renewable energy + smart supply and demand".... Not just a power supplier,Redefining ourselves as a player that responds to today's energy challenges of peak shaving, carbon-free, and decentralization with technology.The following is a list of the most common problems with the "C" in the "C" column.

Furthermore, in the coming yearsUnprecedented growth orientation among utilities, with an eye on acquiring PPAs (long-term power supply contracts) for data centers and direct linkages to AI infrastructureThe following is a list of the most common problems with the "C" in the "C" column.
Although it is in the utility sector, it is attracting investors' attention as a "unique power stock" that is most responsive to tech-driven structural changes in the power industry.

Shoals Technologies Group [SHLS].

Corporate Strengths and Characteristics

 Shoals Technologies is,Growing company from the U.S. that provides power connection solutions for photovoltaic systems.Our main products are The main products are"Electrical Balance of System (EBOS)", a peripheral electrical componentand supplies critical components for the safe and efficient transmission of generated electricity to inverters and the power grid.

What makes the company unique?Plug-and-play" structure that reduces the number of components and streamlines installation work compared to conventional wiring methodsin the
This structure will help shorten the construction period of solar power plants and reduce labor costs.The EBOS product line, with its unique integrated design (Big Lead Assembly), has improved maintainability and reliability, and is being widely adopted, especially in North America.The following is a list of the most common problems with the "C" in the "C" column.

Reasons for Attracting Attention

 The rush to build renewable energy power plants continues,The infrastructure component of "rationalization of wiring and connections" is attracting more attention than the power generation equipment itself.The following is a list of the most common problems with the "C" in the "C" column.
In the U.S. in particular, the number of large-scale solar projects under the Inflation Reduction Act (IRA) is increasing,SHLS is strengthening its position as a "peripheral technology" needed for all of the above.The following is a list of the most common problems with the "C" in the "C" column.

Further,Behind the scenes of PPAs (Power Purchase Agreements) for AI and cloud data centers, Scholes EBOS is increasingly being used as standard in power plant equipment.The Against a background of structural expansion of renewable energy demand,The company is attracting the attention of medium- to long-term investors as "not flashy, but highly profitable and a key component of infrastructure development."The company is a leading provider of renewable energy infrastructure. Despite its simple B-to-B model, it is regarded as a growth stock that is deeply involved in the essence of renewable energy infrastructure.

Stem Inc [STEM].

Corporate Strengths and Characteristics

 The stem is,U.S. company specializing in AI-based optimization of Energy Storage Systems (ESS)and is responsible for the control and efficiency of distributed powerKey Player in the Smart Grid EraThe following is a list of the most common problems with the "C" in the "C" column.
The main product is the AI platform "Athena,Real-time analysis of electricity demand and prices and fluctuations in renewable energy sources to automatically optimize recharge and discharge of storage batteriesDo.

Stem's revenue model is not limited to the sale of hardware (batteries),Multi-layered structure, including SaaS-type storage management services by Athena and electricity trading revenuesThe following is a list of the most common problems with the "C" in the "C" column.
Also,Accelerate integration of physical assets and AI through partnerships with battery manufacturers such as Tesla and EnphaseI am making them do it.

Reasons for Attracting Attention

 With the spread of renewable energy,The importance of "energy storage" to absorb and adjust electricity supply and demand, which fluctuates greatly depending on the time of day, has skyrocketed.The following is a list of the most common problems with the "C" in the "C" column.
In particular, data centers and EV charging infrastructure,Instantaneous power control is required in heavily loaded facilities, expanding the value of AI energy storage solutions like Stem.The following is a list of the most common problems with the "C" in the "C" column.

Further,The Inflation Reduction Act (IRA) has strengthened subsidies for commercial and industrial energy storage equipment, further lowering the hurdle to adoption.The company has been operating in North America as well as in other parts of the world. The company is not only in North America,The company has also begun expanding into Europe, Latin America, and Asia, and is positioned at the center of the trinity of growth trends of renewable energy x AI x storage.The following is a list of the most common problems with the "C" in the "C" column.
As a company that will redefine the very "use" of electricity, it is an issue of note that symbolizes the convergence of decarbonization and digitalization.

Fluence Energy [FLNC].

Corporate Strengths and Characteristics

 Fluence Energy is,An energy tech company offering the most advanced large-scale battery energy storage systems (BESS: Battery Energy Storage System) in the global marketand was created through a joint venture between Siemens and AES.
It is not just a battery supplier, but has built a position as a "full-stack energy storage provider" that offers AI-based supply and demand forecasting, grid linkage, and operational optimization all in one package.

What are the company's strengths?Fluence IQ, a flexible software platform that functions at all stages of generation, transmission, and demand coordinationThis optimizes the recharge and discharge of storage batteries by absorbing and supplementing fluctuations in renewable energy,Having a technological foundation to bring the "weak points" of solar and wind power up to a practical level.The following is a list of the most common problems with the "C" in the "C" column.

Reasons for Attracting Attention

 Due to rapid growth in AI and data center demand,Power quality" such as peak control and instantaneous stabilization of the power system is beginning to become a bottleneck for economic activity.The following is a list of the most common problems with the "C" in the "C" column.
Fluence in this area,Attracting attention as a "next-generation infrastructure company" that combines AI and hardware.The following is a list of the most common problems with the "C" in the "C" column.

around the world against a backdrop of renewable energy and EV shift.With investment in energy storage gaining momentum, we have already won more than several hundred large-scale projects, mainly in North America, Europe, and Australia.The following is a list of the most common problems with the "C" in the "C" column.
In addition, by improving the accuracy of the AI optimization algorithm,Successfully monetized in the energy trading market and expected to expand in the SaaS-type power management domain in the futureThe following is a list of the most common problems with the "C" in the "C" column.
A next-generation energy infrastructure brand with the trifecta of decentralized, low-carbon, and high-efficiency.

Vertiv [VRT].

Corporate Strengths and Characteristics

 Vertive (VRT)Ha,Global company specializing in power infrastructure, providing power, cooling, and infrastructure management systems for data centers and telecommunications base stations.The following is a list of the most common problems with the "C" in the "C" column.
The company offers a wide range of UPS (uninterruptible power supply), high-efficiency cooling systems, power distribution equipment, and rack server solutions,Comprehensive supply of essential equipment for the physical infrastructure of AI data centersThe following is a list of the most common problems with the "C" in the "C" column.

The company's greatest strength is,Cooling and power management technology capable of handling high-density, high-load next-generation AI serversIn particular, the Particularly,Pioneering the commercialization of new technologies such as immersion cooling and precision air conditioningand NVIDIA, Meta, Microsoft, etc,Customers include hyperscale companies that are the foundation for generative AIThe point is what differentiates us from our competitors.

Reasons for Attracting Attention

 Due to the rapid expansion of ChatGPT and other generative AI,Data center power consumption is growing exponentially, and optimizing cooling and power supply is the biggest challengeThe company is now in the process of becoming a "vertive" company. Vertive has responded to this challenge,The "behind-the-scenes" mainstay that supports efficient and flexible infrastructure constructionIt is being reevaluated as "the

After 2023,Speculation involving NVIDIA's demand for AI infrastructure has caused the stock price to soar, and the company has become the subject of coverage in the Wall Street Journal, Barron's, and other influential media outlets.The following is a list of the most common problems with the "C" in the "C" column.
In addition,The fact that the data center sector is a "structural growth sector" where demand is less susceptible to economic fluctuations also makes it an attractive long-term investment destination.The following is a list of the most common problems with the "C" in the "C" column.

It is called the power and cooling infrastructure that supports the foundation of an AI society,Stocks aiming for top market share in areas with high barriers to entry and certainty of needsIt is a very large company with a very large market share in the tech industry. Hardware, but with a very strategic position in the tech value chain.

Vertiv Holdings (VRT): AI Server Cooling Tech and Stock Potential - MiFsee

The development of AI has led to a growing market for AI semiconductors, such as NVIDIA, while at the same time the demand for AI servers, such as Super Microcomputers and Dell Technologies, is growing rapidly.

mifsee.com

Software and AI Optimization Sector

A company that approaches power issues from a software perspective, including AI-based power forecasting, management, and grid control

C3.ai (C3.ai) [AI].

Corporate Strengths and Characteristics

 C3.ai (C3.ai: AI)Ha,Software company offering the C3 AI Suite, a platform for building and deploying AI applications for enterprises.and specializes in AI implementation in areas that support industrial infrastructure, such as energy, manufacturing, defense, and utility sectors.

Among the most notable are,A suite of AI solutions for electric utilities and renewable energy providersIt covers power generation forecasting, grid control, supply and demand optimization, and maintenance forecasting,Our greatest strength is our ability to build a system that highly optimizes "energy usage itself.The following is a list of the most common problems with the "C" in the "C" column.

In addition, we have an environment that enables the development of custom AI applications in no-code/low-code,High usability that can be smoothly introduced to non-IT companies such as those in the utility industryis being evaluated.

Reasons for Attracting Attention

 With the explosion in AI power demand, not just on the supply side,"AI to control the balance of supply and demand" is becoming increasingly important, and at the center of this AI isC3.aiVertically specialized AI vendors likeThe following is a list of the most common problems with the "C" in the "C" column.
The company has alreadyRare player that combines industry knowledge and track record, with experience with energy giants (Chevron, Baker Hughes) and electric utilities.The company is trusted as a

Further,Accelerate expansion into the area of generative AI from 2024 onwardand enhancements such as natural language analysis instructions and dashboard creation are underway. As a company standing at the intersection of the three major themes of "decarbonization x digitalization x operational efficiency" in the energy sector, it is establishing a position to benefit from the tailwind of policy support and infrastructure investment.

As a "field-oriented AI company" that has accumulated technologies and implementation results in the industrial AI market based on actual demand, rather than simply being a vehicle for the AI boom, the company's presence at the intersection of AI and electric power is growing.

C3.ai (AI): Future Growth and Stock Outlook - MiFsee

Along with the evolution of AI technology, infrastructure such as AI semiconductors, including NVIDIA, and AI servers such as super microcomputers are rapidly developing.

mifsee.com

Palantir Technologies (Palantir Technologies) [PLTR].

Corporate Strengths and Characteristics

palantirHa,Pioneer in enterprise AI, providing a platform to integrate and analyze vast amounts of data for decision supportand has an extensive track record of implementation in mission-critical areas in government agencies and large corporations.
The main products consist of three pillars: Gotham (for government), Foundry (for private companies), and AIP (Artificial Intelligence Platform), an integrated platform for generative AI.

In the energy and power sector,Providing operational optimization and anomaly detection systems using Foundry for renewable energy providers, utilities, and transmission infrastructure management companies.The following is a list of the most common problems with the "C" in the "C" column.
Integrate sensor information, weather data, maintenance history, and electricity demand forecasts,The greatest strength of the system is its ability to sophisticate decision-making in the field in real time.The following is a list of the most common problems with the "C" in the "C" column.

Reasons for Attracting Attention

In the issue of power in the age of AI, it is not just about "supplying" or "storing" power,The next frontier is the "AI-ization of decision-making" to correctly determine where and how much to spend.The company is in the process of becoming a
Palantir is in this field.With a proven track record in actual operations with multiple utility and energy-related companies, the company has contributed to a wide range of areas, including making the power grid smarter, improving the accuracy of renewable energy generation forecasts, and increasing the efficiency of power grid maintenance.The company is doing so.

Further,The integration of generative AI by AIP is enabling not only conventional quantitative analysis, but also natural language instructions and simulations, which will lower the hurdle for use in the field departments.The following is a list of the most common problems with the "C" in the "C" column.
This is,Extremely significant implementation advantages for electric power infrastructure providers in non-IT industriesThe first two are the following.

Armed with advanced data integration and the ability to penetrate operational sites,The presence of AI companies as the "brains" behind the massive infrastructure of energy is growing even stronger.In the real demand theme of AI×electricity, this is a hot issue that has been attracting renewed interest from investors.

Palantir (PLTR) Stock Analysis: High Growth in AI Demand and Future Outlook - MiFsee

As artificial intelligence (AI) evolves, semiconductor and AI-related stocks are growing at a remarkable rate, and Palantir Technologies (PLTR) is gaining attention for its unique approach.

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Quantum computer-related stocks (Japanese stocks)

Although we have very little invested in Japanese stocks, we feel that these companies are worth watching in the quantum computing arena.

ENECHANGE [4169].

Corporate Strengths and Characteristics

EneChange is a company that not only operates an electricity and gas rate comparison website, but also provides digital solutions for the energy industry. In particular, the company is developing AI-based services such as data analysis tools for electric power companies and demand forecasting systems.

Reasons for Attracting Attention

As the digitalization of the energy industry accelerates with the spread of renewable energy and the deregulation of electricity, the solutions provided by EneChange are contributing to industry efficiency and cost reductions. The company is also focusing on the development of EV charging infrastructure, which is expected to grow in the future.

Stock Price (4169) Chart (Yahoo! JAPAN Finance)

RENOVA [9519].

Corporate Strengths and Characteristics

Renova is a developer and operator of renewable energy power plants. The company is developing a diverse range of renewable energy projects, including solar, wind, and biomass, and is characterized by its emphasis on working in partnership with local communities.

Reasons for Attracting Attention

The renewable energy market is expanding due to the government's decarbonization policies and increased targets for the introduction of renewable energy. Renova is taking advantage of the tailwind from these policies to develop new projects, which is expected to increase its earnings in the future.

Stock Price (9519) Chart (Yahoo! JAPAN Finance)

EFO (EFO) [9514].

Corporate Strengths and Characteristics

F-On is a company that operates a renewable energy business centered on biomass power generation. It also provides consulting services to promote the efficient use of energy.

Reasons for Attracting Attention

Biomass power generation is attracting attention as a renewable energy source that can provide a stable supply of electricity, and Efon's technological capabilities and track record are highly regarded. The company is also involved in the effective use of local resources, contributing to the realization of a sustainable society.

Stock Price (9514) Chart (Yahoo! JAPAN Finance)

summary

The rapid increase in electricity demand brought about by the expansion of AI is fundamentally changing the very nature of electricity supply.
The conventional unidirectional model of large-scale power sources and power grids is shifting to an era of "smart power" that combines decentralization, autonomy, and optimization.

In the U.S., growth companies armed with SMRs (small modular reactors), AI energy storage, and power optimization software have emerged, and in Japan, tech companies active in EV infrastructure and renewable energy are beginning to sprout in the field.

As generative AI permeates all aspects of business activities and daily life, attention is focusing on stocks that will support the ever-increasing demand for electricity.
We will continue to keep a close eye on companies that break the stereotype of infrastructure = stability and bring growth and innovation to the world of electric power.