3 Energy Stocks Yielding Over 4.5% to Cash In on AI Power Boom

Elon Musk's two Tennessee data centers, Colossus I and Colossus II, run on natural gas turbines. The off-grid power plants have drawn noise and pollution complaints from nearby residents. The power still has to come from somewhere. The quickest way to meet the needs of artificial intelligence data centers is often natural gas, the Motley Fool report noted.

Electricity demand in the U.S. rose 10% between 2005 and 2025. Projections show a 60% increase between 2025 and 2045, driven by electric vehicles and AI. That step change in demand is already straining the grid. Natural gas turbines are among the fastest ways to add capacity, and the U.S. government has signaled support for Musk's approach despite local pushback, according to regulatory filings cited in the article.

Enterprise Products Partners (NYSE: EPD) yields 5.7%. The company has increased its distribution annually for 27 consecutive years. Enterprise makes money by charging fees for moving energy through its pipelines, so the volume of gas being transported matters more than the price of the gas. The same model applies to Enbridge (NYSE: ENB), which yields 4.9%. Enbridge has raised its dividend in Canadian dollars for 31 years. Both tend to build or buy assets and hold them for decades, making them slow-growing but reliable income plays.

Enbridge's Alpha Score is 58 out of 100, rated Moderate. The stock trades at $206.84, down 0.92% on the session. The company's pipeline network spans North America, connecting natural gas production to power plants that feed the grid. The Tennessee data centers are expected to come online before the end of 2026, Musk said in a public statement. That will add to the demand for natural gas in the region, supporting the business of midstream operators.

For investors who want to avoid carbon fuels, Brookfield Renewable Partners (NYSE: BEP) yields 4.9%. The company owns a global portfolio of hydroelectric, solar, wind, storage, and nuclear assets. Brookfield sells power under long-term contracts directly to companies, including Microsoft and Alphabet, for their AI data centers. The distribution has been increased regularly for a decade. The Motley Fool article noted that Brookfield actively manages its portfolio, buying and selling assets, so investors may need to watch quarterly results more closely.

Enterprise and Enbridge are the more conservative plays. Their fee-based revenue models insulate them from commodity price swings. Brookfield's growth depends on the returns from its asset rotation strategy. All three offer yields above 4.5% backed by cash flows that the article described as reliable.