AI needs a lot of electricity to run, and power providers are starting to look like an interesting secondary AI play. Brookfield Renewable (BEP) is partnering with Microsoft and Google to supply 13.5 gigawatts of clean energy. They offer a 4% to 5% yield depending on the share class and plan to spend $10 billion on growth projects over the next five years. NextEra Energy (NEE) combines a traditional regulated utility with a large solar and wind business. They are projecting 8% annual earnings growth through 2035 and steady dividend increases. Bloom Energy (BE) is the more aggressive growth option. The stock ran up over 500% in the past year, but they are sitting on a $20 billion backlog for their fuel cell systems. Every system sold includes a service contract, giving them a steady stream of recurring revenue.