AI data centers are consuming electricity at explosive rates—50% growth in 2025 alone versus 17% for general data centers—forcing energy infrastructure to become the new AI investment frontier. A single ChatGPT query uses 15x more power than a Google search; US data center electricity demand is forecast to grow 15% annually through 2030, doubling its share of total national consumption. Beyond AI, electrification trends (EVs, heat pumps, industrial conversion) are amplifying demand, with global electricity growth projected to expand 6x faster than overall energy growth 2023–2035—equivalent to Japan's annual consumption added yearly. This convergence of AI power hunger, climate transition requirements, and energy security concerns (fossil fuel volatility, geopolitical risk) is reshaping investment priorities away from semiconductors/software toward renewable energy infrastructure, grid modernization, and power generation technologies.