The AI power shortage has arrived, and clean energy ETFs have become highly sought after.

Trump's cuts to clean energy subsidies sound unfavorable, but the market response is completely the opposite. The S&P Global Clean Energy Transition Index has risen over 56% this year; what is behind this rebound?

Keywords: AI + Data Center. Microsoft and Google are aggressively securing clean energy, and the global AI market is expected to exceed $1.6 trillion by 2032. Brookfield has raised $20 billion for its Global Transition Fund II, along with $3.5 billion in co-investment, indicating that Wall Street has seen through it — the era of power shortages has truly arrived.

The U.S. Energy Information Administration predicts that electricity demand will grow by 2.5% and 2.7% in 2025 and 2026 respectively, marking the first increase in decades. The plummeting costs of solar, wind, and battery technologies have attracted a new wave of capital.

Several popular clean energy ETFs performed like this:
• CNRG (Clean Power): 42% increase in 3 months
• QCLN (Nasdaq Green Energy): 28% increase over 3 months
• ACES (Clean Energy): 24% increase over 3 months

Although regulatory risks exist (IEA lowers wind power expectations by 60% and solar by 40%), the electricity hunger of AI and the demand for grid modernization offset these negatives. It's a bit like betting on this wave.