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 capacity77chain wt - 2SGState Grid Corporation of Chinavia Grid capacity77chain wt
- 3TLNTalen Energy CorporationTLNvia Grid capacity74chain wt
- 4
Hitachi Energyvia Transformer availability73chain wt - 5
GE VernovaGEVvia Transformer availability69chain wt - 6
NRG Energy, Inc.NRGvia Grid capacity68chain wt - 7
VertivVRTvia Power delivery chain67chain wt - 8
Dominion EnergyDvia Grid capacity65chain wt - 9FRMIFermi Inc.FRMIvia Grid capacity65chain wt
- 10
PrysmianPRY.MIvia Grid capacity64chain wt - 11TVTennessee Valley Authorityvia Grid capacity60chain wt
- 12IPIntersect Powervia Generation co-location60chain wt
- 13
Oklo Inc.OKLOvia AI factory59chain wt - 14
NexansNEX.PAvia Grid capacity59chain wt - 15
NextEra EnergyNEEvia Power purchase agreement57chain wt - 16
Schneider ElectricSU.PAvia Power delivery chain56chain wt - 17
Constellation EnergyCEGvia Power purchase agreement55chain wt - 18
Siemens EnergyENR.DEvia Generation co-location49chain wt - 19
Southern CompanySOvia Grid capacity49chain wt - 20
American Electric Power Company, Inc.AEPvia AI buildout risk49chain wt - 21SEISolaris Energy Infrastructure, Inc.SEIvia Grid capacity49chain wt
- 22
HD Hyundai Electric Co., Ltd.267260.KSvia Transformer availability48chain wt - 23
EatonETNvia Power delivery chain47chain wt - 24
Bloom EnergyBEvia Generation co-location46chain wt - 25
The AES CorporationAESvia Grid capacity46chain wt - 26
Duke EnergyDUKvia Grid capacity45chain wt - 27
Entergy CorporationETRvia Grid capacity45chain wt - 28
Iberdrola, S.A.IBE.MCvia Power purchase agreement44chain wt - 29
ENGIE SAENGI.PAvia Power purchase agreement44chain wt - 30
SempraSREvia Grid capacity43chain wt - 31
Public Service Enterprise Group IncorporatedPEGvia Grid capacity43chain wt - 32NVTnVentNVTvia Liquid cooling43chain wt
- 33VLVoltaGrid LLCvia Grid capacity43chain wt
- 34034020.KSDoosan Enerbility034020.KSvia Grid capacity42chain wt
- 35
LS Electric Co., Ltd.010120.KSvia Power delivery chain42chain wt - 36
ExelonEXCvia Substation capacity41chain wt - 37
WEG S.A.WEGE3.SAvia Transformer availability39chain wt - 38
Hyosung Heavy Industries Corporation298040.KSvia Transformer availability39chain wt - 39
Contemporary Amperex Technology Co., Limited300750.SZvia Grid capacity38chain wt - 40
NARI Technology Co., Ltd.600406.SSvia Grid capacity38chain wt - 41
Baker Hughes CompanyBKRvia Backup generation36chain wt - 42
Wärtsilä Oyj AbpWRT1V.HEvia Backup generation36chain wt - 43AGXArgan, Inc.AGXvia Grid capacity36chain wt
- 44
Iljin Electric Co., Ltd.103590.KSvia Transformer availability36chain wt - 45
First SolarFSLRvia Grid capacity35chain wt - 46LPLS Power Development, LLCvia Grid capacity35chain wt
- 47FEFervo Energy Companyvia Grid capacity35chain wt
- 48
The Williams Companies, Inc.WMBvia Generation co-location34chain wt - 49
Energy Transfer LPETvia Generation co-location34chain wt - 50TPLTexas Pacific Land CorporationTPLvia Data-center construction33chain wt
- 51
X-energyvia Grid capacity33chain wt - 52KPKairos Powervia Grid capacity33chain wt
- 53
Westinghouse Electric Companyvia Grid capacity33chain wt - 54
Curtiss-Wright CorporationCWvia Grid capacity31chain wt - 55HIHoltec Internationalvia Grid capacity31chain wt
- 56TETerraPowervia Grid capacity30chain wt
- 57
KazatompromKAPvia Grid capacity29chain wt - 58
BWX TechnologiesBWXTvia Grid capacity29chain wt - 59
Sungrow Power Supply Co., Ltd.300274.SZvia Power delivery chain28chain wt - 60
LG Energy Solution, Ltd.373220.KSvia Backup generation27chain wt - 61600089.SSTBEA Co., Ltd.600089.SSvia Transformer availability27chain wt
- 62
CG Power and Industrial Solutions LimitedCGPOWER.NSvia Transformer availability27chain wt - 63
Urencovia Grid capacity26chain wt - 64
INNIO Groupvia Backup generation26chain wt - 65
Orano SAvia Grid capacity26chain wt - 66FLNCFluence Energy, Inc.FLNCvia Grid battery storage24chain wt
- 67
Dongfang Electric Corporation Limited600875.SSvia Grid capacity23chain wt - 68
Flowserve CorporationFLSvia Grid capacity23chain wt - 69MIRMirion Technologies, Inc.MIRvia Grid capacity23chain wt
- 70SMRNuScale PowerSMRvia Grid capacity23chain wt
- 71LBLandBridge Company LLCLBvia Data-center construction22chain wt
- 72
Fuji Electric Co., Ltd.6504.Tvia Power delivery chain21chain wt - 73
Mainspring Energy, Inc.via Backup generation21chain wt - 74002028.SZSieyuan Electric Co., Ltd.002028.SZvia Substation capacity20chain wt
- 75
Helion Energy, Inc.via Grid capacity20chain wt - 76CFCommonwealth Fusion Systems LLCvia Grid capacity20chain wt
- 77FCELFuelCell Energy, Inc.FCELvia Backup generation19chain wt
- 78
Aggreko Ltdvia Backup generation19chain wt - 79
Generac Holdings Inc.GNRCvia Backup generation17chain 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 77/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain - not investment advice.
as of 2026-08-23Medium confidence model v2.8