As AI data centers drive a surge in electricity demand, Yahoo Finance analysis points out that NextEra Energy plans to invest $94 billion to expand renewable energy and utilities, and is acquiring Dominion Energy. Constellation Energy, as the largest nuclear power operator in the US, is collaborating with hyperscale companies like Meta and Microsoft. The analysis suggests that NextEra offers stability, while Constellation, despite its stock price falling over 20% this year, has higher growth potential. The investment choice depends on risk appetite.