AI energy & power stocks, ranked by AI-chain exposure
The power generation, grid and equipment companies feeding the electricity the AI build-out increasingly depends on.
79 companies · ranked by chain-weight
- 1
Vistra CorpVSTvia Grid capacity80chain wt - 2SGState Grid Corporation of Chinavia Grid capacity80chain wt
- 3TLNTalen Energy CorporationTLNvia Grid capacity77chain wt
- 4
Hitachi Energyvia Transformer availability76chain wt - 5
GE VernovaGEVvia Transformer availability72chain wt - 6
NRG Energy, Inc.NRGvia Grid capacity71chain wt - 7
VertivVRTvia Power delivery chain70chain wt - 8FRMIFermi Inc.FRMIvia Grid capacity68chain wt
- 9
Dominion EnergyDvia Grid capacity67chain wt - 10
PrysmianPRY.MIvia Grid capacity66chain wt - 11IPIntersect Powervia Generation co-location63chain wt
- 12TVTennessee Valley Authorityvia Grid capacity62chain wt
- 13
Oklo Inc.OKLOvia AI factory61chain wt - 14
NexansNEX.PAvia Grid capacity61chain wt - 15
NextEra EnergyNEEvia Power purchase agreement59chain wt - 16
Schneider ElectricSU.PAvia Power delivery chain59chain wt - 17
Constellation EnergyCEGvia Power purchase agreement58chain wt - 18
Siemens EnergyENR.DEvia Generation co-location51chain wt - 19
HD Hyundai Electric Co., Ltd.267260.KSvia Transformer availability51chain wt - 20SEISolaris Energy Infrastructure, Inc.SEIvia Grid capacity51chain wt
- 21
Southern CompanySOvia Grid capacity50chain wt - 22
American Electric Power Company, Inc.AEPvia AI buildout risk50chain wt - 23
Bloom EnergyBEvia Generation co-location49chain wt - 24
EatonETNvia Power delivery chain48chain wt - 25
The AES CorporationAESvia Grid capacity48chain wt - 26
Entergy CorporationETRvia Grid capacity47chain wt - 27
Iberdrola, S.A.IBE.MCvia Power purchase agreement46chain wt - 28
Duke EnergyDUKvia Grid capacity46chain wt - 29
ENGIE SAENGI.PAvia Power purchase agreement46chain wt - 30
Public Service Enterprise Group IncorporatedPEGvia Grid capacity45chain wt - 31NVTnVentNVTvia Liquid cooling45chain wt
- 32
LS Electric Co., Ltd.010120.KSvia Power delivery chain45chain wt - 33
SempraSREvia Grid capacity44chain wt - 34034020.KSDoosan Enerbility034020.KSvia Grid capacity44chain wt
- 35VLVoltaGrid LLCvia Grid capacity44chain wt
- 36
ExelonEXCvia Substation capacity43chain wt - 37
WEG S.A.WEGE3.SAvia Transformer availability41chain wt - 38
Hyosung Heavy Industries Corporation298040.KSvia Transformer availability41chain wt - 39
Contemporary Amperex Technology Co., Limited300750.SZvia Grid capacity39chain wt - 40
NARI Technology Co., Ltd.600406.SSvia Grid capacity39chain wt - 41
Iljin Electric Co., Ltd.103590.KSvia Transformer availability38chain wt - 42
Baker Hughes CompanyBKRvia Backup generation37chain wt - 43
Wärtsilä Oyj AbpWRT1V.HEvia Backup generation37chain wt - 44AGXArgan, Inc.AGXvia Grid capacity37chain wt
- 45
The Williams Companies, Inc.WMBvia Generation co-location36chain wt - 46
Energy Transfer LPETvia Generation co-location36chain wt - 47
First SolarFSLRvia Grid capacity36chain wt - 48LPLS Power Development, LLCvia Grid capacity36chain wt
- 49FEFervo Energy Companyvia Grid capacity36chain wt
- 50TPLTexas Pacific Land CorporationTPLvia Data-center construction35chain wt
- 51
X-energyvia Grid capacity34chain wt - 52KPKairos Powervia Grid capacity34chain wt
- 53
Westinghouse Electric Companyvia Grid capacity34chain wt - 54
Curtiss-Wright CorporationCWvia Grid capacity32chain wt - 55HIHoltec Internationalvia Grid capacity32chain wt
- 56
KazatompromKAPvia Grid capacity31chain wt - 57
BWX TechnologiesBWXTvia Grid capacity31chain wt - 58TETerraPowervia Grid capacity31chain wt
- 59
Sungrow Power Supply Co., Ltd.300274.SZvia Power delivery chain29chain wt - 60600089.SSTBEA Co., Ltd.600089.SSvia Transformer availability29chain wt
- 61
CG Power and Industrial Solutions LimitedCGPOWER.NSvia Transformer availability29chain wt - 62
LG Energy Solution, Ltd.373220.KSvia Backup generation28chain wt - 63
Urencovia Grid capacity27chain wt - 64
INNIO Groupvia Backup generation27chain wt - 65
Orano SAvia Grid capacity27chain wt - 66FLNCFluence Energy, Inc.FLNCvia Grid battery storage26chain wt
- 67
Dongfang Electric Corporation Limited600875.SSvia Grid capacity24chain wt - 68
Flowserve CorporationFLSvia Grid capacity24chain wt - 69MIRMirion Technologies, Inc.MIRvia Grid capacity24chain wt
- 70SMRNuScale PowerSMRvia Grid capacity24chain wt
- 71LBLandBridge Company LLCLBvia Data-center construction23chain wt
- 72
Mainspring Energy, Inc.via Backup generation22chain wt - 73
Fuji Electric Co., Ltd.6504.Tvia Power delivery chain21chain wt - 74
Helion Energy, Inc.via Grid capacity21chain wt - 75CFCommonwealth Fusion Systems LLCvia Grid capacity21chain wt
- 76002028.SZSieyuan Electric Co., Ltd.002028.SZvia Substation capacity20chain wt
- 77FCELFuelCell Energy, Inc.FCELvia Backup generation20chain wt
- 78
Aggreko Ltdvia Backup generation20chain wt - 79
Generac Holdings Inc.GNRCvia Backup generation18chain wt
Frequently asked
What are the top ai energy & power stocks?
By modeled exposure to the AI value chain: Vistra Corp, State Grid Corporation of China, Talen Energy Corporation, Hitachi Energy, GE Vernova, NRG Energy, Inc.. The full ranked list of 79 names is below.
How are ai energy & power stocks ranked here?
By chain-weight — each company's exposure to the parts of the AI chain, scaled by how central those parts are and the quality of its role (producer, supplier, consumer). It's a structural read, not a price target.
Which energy company has the most AI-chain exposure?
Vistra Corp, most strongly through Grid capacity, with a chain-weight of 80/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain — not investment advice.
as of 2026-07-17Medium confidence model v0.7.0