As demand for data centers expands with the spread of generative AI, 8 power infrastructure-related stocks were featured in a top feature on Kabutan. The backdrop is rising AI investment and expanding data center demand.
As generative AI continues to grow rapidly, expectations are mounting that construction of AI data centers will accelerate, bringing the absolute shortage of electricity and the development of power transmission and distribution networks to the fore as key challenges. The IEA estimates that data center electricity consumption will rise from approximately 485 TWh in 2025 to approximately 950 TWh in 2030, increasing the importance of companies involved in power infrastructure.
Kabutan News selected 8 stocks involved in power infrastructure related to AI data center demand and discusses each company's business areas and future prospects. The companies featured have track records in areas including capacitors, power equipment, energy storage systems and smart meters.
The stocks specifically cited are Nichicon Corporation, SHIZUKI ELECTRIC CO., LTD., Kanadevia Corporation, Nippon Concrete Industries Co., Ltd., 菊水ホールディングス, Osaki Electric Co., Ltd., eREX Co., Ltd. and GS Yuasa Corporation. Each is expected to benefit from increased demand for power infrastructure as data center demand expands, supporting earnings recovery and growth.