America is 100 gigawatts short of power
Bank of America analysts forecast a 100 GW power shortfall in the U.S. by 2028 due to AI-driven demand. Six companies—Bloom Energy, Uranium Energy, Uranium Royalty, DigiPower X, VivoPower, and IREN—are positioned to benefit from this shortage, offering solutions in fuel cells, uranium, royalties, and data center infrastructure.

