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The AI boom is driving significant demand for energy infrastructure, but the power grid is a major bottleneck. Companies like Generac (GNRC), FTAI Aviation (FTAI), and GE Vernova (BE) are benefiting from this trend, with strong order backlogs and growth projections. NuScale Power (SMR) is an interesting case; despite recent stock price volatility and earnings misses, its unique nuclear technology and backlog of orders could offer long-term potential, especially if their AI-driven efficiencies materialize. The reliance on energy for AI infrastructure is a significant theme, impacting companies across various sectors from semiconductors to energy providers.