The studies show that institutional investors, namely a company like BlackRock, have recognized the companies in the energy sector as the biggest beneficiaries of the development of artificial intelligence.
The statistics show that in a group of high-valuation investment topics, players of energy creation infrastructures are favored to key innovation enterprises traditionally linked to the technology conglomerates as the future fiscal results in the year 2026.
Shift Gathers Speed
The increase in artificial intelligence investments that happened in Wall Street in the recent past was highly felt in the tail-end year of 2025.
Many of the largest technology companies, like Microsoft, Meta, and Alphabet, contributed 42% of the returns of the S&P 500 index, and the gains were all mostly related to the growth of data center operations.
However, there has been a certain caution among investors; a modern survey of the BlackRock interviewed 732 organizations, in the European, Middle Eastern and African (EMEA) region, and found that only a fifth of them feel comfortable investing in the US-based technology giants as the highest-priority vehicles of artificial intelligence.
Conversely, 55% exhibited the preferences based on the power suppliers who are considered to be important to satisfy the energy needs of the artificial intelligence systems, whereas 37% expressed their inclination towards the infrastructural developers who provide such services.
The internationalization of data centers up the electricity of 460 TWh per the year of 2025, or a 25% increase/year, according to International Energy Agency (IEA) data.
It is estimated that by 2030 the consumption rate will peak at 1,000 TWh, basically twice as much as was seen in 2022, with more demands being placed on artificial intelligence training.
Voices from the Frontline
BlackRock’s head of core U.S. equity, Ibrahim Kanan, said in a report accompanying the survey data.
It’s increasingly important to risk-manage megacap and AI exposure while also capturing differentiated upside opportunities.
The well-known statement by Andrew Ng. As it turns out, it appears to be the largest bottleneck the field is now dealing with.
“AI is the new electricity”
2026 Crystal Ball
The projected estimates show that the energy security based equities have the ability to gain ahead of the Nasdaq technological index, based on the estimative predictive analytic models of the Blackrock.
Since the demand of artificial intelligence computational powers is expected to record an annual growth rate of more than a decade, growth rate of a double-digit, power provision entities are expected to win a consolidated command base that will exist over the coming years.
Therefore, by investing in such assets of the power sector, investors to a great extent reduce the volatility of the technology sphere and receive stable and inflation-free returns. The fact that the current artificial intelligence competition marks a crucial point is a choice: whether to increase energy supply or remain long in conditions of insufficient illumination.
