Under-the-Radar AI Energy Stocks to Buy Right Now
The AI energy infrastructure build-out is accelerating as hyperscalers plan up to $700 billion in this year’s capital expenditures for data centers, intensifying pressure on power grids. The article says technology firms are racing to secure dependable electricity and are exploring alternative approaches to delays in grid interconnection timelines, including battery storage. Ford Motor Company (NYSE: F) is repurposing an EV facility in Kentucky for battery energy storage systems, producing the Ford Energy DC Block for utilities, data centers, and industrial users. Ford Energy secured a five-year framework agreement to supply up to 20 gigawatt-hours of BESS capacity to EDF Renewables. Using lithium iron phosphate, the system is designed for fast dispatch and frequency response. Ford plans to retool over the next year and ship first utility blocks by late 2027, targeting up to 20 GWh of grid storage annually. FuelCell Energy (NASDAQ: FCEL) is also highlighted for stationary molten carbonate fuel cell platforms, with data centers near 90% of a listed revenue base.




