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Dear Fellow Investor,
One of the top investment themes of 2025 is power for artificial intelligence.
Company: Sempra Energy (SYM: SRE)
That’s according to Goldman Sachs, which mentioned Sempra Energy (SYM: SRE) as a way to jump on the idea. The firm also believes about 47 gigawatts (GW) of additional power generation capacity will be needed to accommodate growth. The firm added:
“As the pace of efficiency gains in electricity use slows and the AI revolution gathers steam, Goldman Sachs Research estimates that data center power demand will grow 160% by 2030. At present, data centers worldwide consume 1-2% of overall power, but this percentage will likely rise to 3-4% by the end of the decade. In the US and Europe, this increased demand will help drive the kind of electricity growth that hasn’t been seen in a generation. Along the way, the carbon dioxide emissions of data centers may more than double between 2022 and 2030.”
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Again, as noted by Goldman Sachs, one of the best ways to trade that is with Sempra Energy.
With a yield of 2.82%, Sempra is a leading North American energy infrastructure company focused on delivering energy to nearly 40 million consumers. Also, as owner of one of the largest energy networks on the continent, Sempra is electrifying and improving the energy resilience of some of the world's most significant economic markets, including California, Texas, Mexico and global energy markets.
In addition, while we wait for Sempra to push aggressively higher on data center power demand, we can collect its current yield of 2.82%. Two, as noted a moment ago, Goldman Sachs is bullish on the industry, estimating about 47 gigawatts (GW) of additional power generation capacity will be needed to accommodate growth.
All of which is a substantial catalyst for stocks, such as Sempra.
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Institutional interest is on the rise.
Squarepoint Capital, for example, just increased its holdings in Sempra by more than 5,173%, or by 882,200 shares. Dmitry Balyasny’s fund increased its stake by 102%. Jim Simons’ Renaissance Technologies increased its stake by about 157% in late March.
Most importantly, with the artificial intelligence story gaining traction, the demand for more power and the demand for more data centers could create a sizable market opportunity.
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Are you buying AI stocks or other stocks you expect to benefit from the AI boom in 2025? Hit "reply" to this email and let us know!
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