3 Energy Stocks to Buy and Hold ForeverArtificial intelligence hasn’t just supercharged tech stocks — it’s now driving a massive new wave of demand for energy.
Behind every AI model, every data center, and every cloud platform lies an enormous need for electricity. And as the AI revolution accelerates, power consumption is becoming one of the most critical bottlenecks in the entire economy.
In fact, we may be entering a new “golden age” for energy companies — one fueled not by oil or gas, but by data.
The AI Boom Is Powering a New Energy SupercycleAs noted by Reuters, “some power companies [are] projecting electricity sales growth several times higher than estimates just months earlier. Nine of the top 10 U.S. electric utilities said data centers were a main source of customer growth, leading many to revise up capital expenditure plans and demand forecasts.”
Put simply: Big Tech’s need for computing power is creating a long-term, structural tailwind for utilities and infrastructure companies.
That’s why Goldman Sachs estimates about 47 gigawatts (GW) of additional power generation capacity will be needed to support AI-driven demand growth over the coming years.
Electric utilities like PG&E Corporation already expect a tidal wave of new electricity demand from hyperscale data centers that power technologies like generative AI, autonomous systems, and real-time cloud analytics.
Wells Fargo recently echoed the same sentiment, saying that after years of flat power growth, U.S. electricity demand could jump as much as 20% by 2030. For an industry that’s been sleepy for decades, that’s a seismic shift.
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Energy Stocks Could Be the New Growth LeadersInvestors have spent the past two years chasing AI names like Nvidia and Microsoft. But the next wave of winners could come from a very different corner of the market — energy infrastructure.
The companies that generate, transmit, and store power stand to benefit from an unprecedented surge in demand. Many are boosting investment in grid modernization, renewable energy integration, and battery storage — all critical to supporting the AI economy’s insatiable appetite for electricity.
Here are three of the top energy plays to consider buying and holding for the long term.
Company: PG&E Corporation (SYM: PCG)
PG&E Corp. is one of America’s most important utilities — and one that’s now positioned to benefit from the AI-driven energy boom.
Through its subsidiary, Pacific Gas and Electric Company, PG&E provides electricity and natural gas to more than 16 million Californians across a massive 70,000-square-mile service area in Northern and Central California.
The company is heavily investing in modernizing its grid, improving wildfire safety, and expanding its renewable energy mix. It’s also at the forefront of adapting to the surge in energy demand tied to new AI data centers sprouting across California’s tech hubs.
PG&E’s focus on sustainability — along with its scale and location in the heart of the tech world — makes it a strategic player in the next phase of U.S. power growth.
While the stock has faced volatility in recent years, it’s been steadily rebuilding investor confidence as it strengthens its balance sheet and stabilizes operations.
For long-term investors, PG&E offers a compelling mix of defensive utility stability and exposure to one of the most powerful macro trends in the world today: AI-driven electricity demand.
Company: Sempra Energy (SYM: SRE)With a 2.8% dividend yield, Sempra Energy is another standout name in the AI-energy megatrend.
Sempra is a North American energy infrastructure giant serving nearly 40 million consumers across California, Texas, Mexico, and global energy markets. The company owns and operates one of the largest and most advanced energy networks on the continent.
What makes Sempra particularly interesting is its diversified mix of businesses — from electricity and natural gas utilities to liquefied natural gas (LNG) exports and renewable energy. This diversity provides stability while also positioning the company to benefit from the global transition toward cleaner, more reliable power.
Sempra is investing heavily in grid modernization, cross-border infrastructure, and renewable generation — all areas that are becoming increasingly vital as AI-related demand strains existing power systems.
Goldman Sachs has previously named Sempra as one of the top ways to invest in the growing energy needs of AI and data centers. With power consumption forecast to rise more than 160% by 2030, companies like Sempra could see years of steady revenue and earnings growth ahead.
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ETF: Alerian MLP ETF (SYM: AMLP)
For investors looking for diversified exposure to the U.S. energy infrastructure boom — without picking individual stocks — the Alerian MLP ETF (AMLP) offers a convenient option.
This fund provides exposure to the Alerian MLP Infrastructure Index (AMZI), a collection of Master Limited Partnerships (MLPs) that generate most of their cash flow from midstream energy activities — such as pipelines, storage, and transportation.
These MLPs are the backbone of America’s energy system, connecting production sources to refineries, utilities, and end users. As energy demand ramps up, so too will the need for reliable midstream infrastructure.
With an expense ratio of 0.85%, AMLP currently yields an attractive 7%+ distribution, making it a strong option for income-focused investors who also want exposure to growth in the energy sector.
As AI, data centers, and electrification accelerate, these companies are set to benefit from higher throughput volumes and continued capital investment in the energy grid.
Why “Forever” Isn’t an Exaggeration
Energy demand isn’t going anywhere — and the rise of AI has only deepened the world’s reliance on electricity.
Even as renewable energy expands and technology evolves, the fundamental need for power remains. Utilities, infrastructure operators, and transmission providers are all positioned to benefit for decades to come.
That’s why long-term investors may want to treat these energy names as “forever” holds — the kind of dependable, income-generating assets that can anchor a portfolio through bull and bear markets alike.
As Buffett himself once said, “Someone’s sitting in the shade today because someone planted a tree a long time ago.” The same principle applies here: investors who plant their capital in the right energy stocks now could see years of growth — and income — ahead.
The Wealthiest Investor News Team
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