Solar Stocks Poised for AI-Driven Boom
ByAinvest
Tuesday, Sep 2, 2025 3:43 pm ET1min read
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Artificial intelligence (AI) is creating a significant energy bottleneck for hyperscale data centers, leading to increased demand for renewable energy sources. Solar power is emerging as a viable solution due to declining costs and scalability. Stocks in the sector, such as Shoals Technology Group (SHLS), Array Technologies (ARRY), and Nextracker Inc. (NXT), are well-positioned for this trend. The potential scale for solar in the US is enormous, with 130 GW of continuous power required by 2030, representing hundreds of billions in new investment.
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