Power for AI
This theme covers companies that generate electricity or make the turbines, grid gear and on-site power systems that data centers draw on. It does not include the data center operators themselves or the early-stage nuclear developers, which are covered elsewhere. Members were chosen because they have named power supply or equipment relationships with data center demand.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Generators4 companies
- Equipment3 companies
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when it generates electricity or makes power equipment and has reported ties to data center demand. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 7 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to data centers using large amounts of electricity that grids were not built to supply.
- The case usually made is that generating plants and equipment take years to build, which limits how fast supply can grow.
- Supporters argue that data center operators increasingly sign long-term power agreements with producers.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that electricity prices and generation costs can change with fuel prices and regulation.
- Risks often raised include delays in permits and grid connections that slow new projects.
- Critics note that data center demand could grow more slowly than expected, leaving some capacity underused.
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Using 13F.ai, which companies on the "Power for AI" list had insider buying or selling, or trades by members of Congress, in the last 90 days? Show the filings.
Using 13F.ai, compare the companies on the "Power for AI" list by federal contracts and lobbying spend over the last 12 months.
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.