Data centers in the US are projected to consume 20% of all electricity by 2035, up from 5.9% currentlyAs I mentioned earlier, the main bottleneck won't be the chips themselves, but basic transformers and everything related to powering our "casino."After dozens of hours of analysis, I've selected a few companies that look like top contenders in this space: strong contracts, solid financials, and long-term leaders in their sector 💡• Eaton Corporation (ETN) – a multinational giant in smart power management. The company produces highly complex electrical equipment: transformers, switchboards, uninterruptible power supply (UPS) systems, circuit breakers, as well as components for hydraulics and the aerospace industry.• Powell Industries (POWL) – a manufacturer of complex, custom electrical equipment: switchgear, motor control centers, and modular Power Control Rooms (PCRs) for heavy industry, energy, and data centers.• GE Vernova – the former energy division of the legendary General Electric, which spun off into an independent company in 2024. They are a global powerhouse in the energy sector.• Vistra Corp (VST) – an integrated energy company and the largest independent power producer (IPP) in the US.� Right now, they have already surged and look significantly overbought due to their vertical growth. They are on my watchlist and I'm waiting for a pullback before entering.P.S. Investing in electricity is a bet on a structural deficit that cannot be fixed overnight. It serves as an energy hedge in an AI portfolio.