There have been a number of headlines about AI's big demand for energy. First, there was the announcement that Constellation Energy (CEG) would restart a nuclear reactor at Three Mile Island to help fuel Microsoft's (MSFT) need for power for its AI systems. That was followed by reports that OpenAI went to the White House to pitch huge data centers to help feed AI demand.

TCW Senior Portfolio Manager Eli Horton tells Yahoo Finance that the US is facing an "impending power shortage." He notes that power demand had been flat for decades, but that is changing due to things like AI and EVs. "We're seeing a significant shortage in the infrastructure and the power generation to meet this demand acceleration," he says.

So, how do you play this trend? Horton points to the need to build out infrastructure "from power generation to the transmission and distribution, and then the electrical and software businesses at the data center level."

One stock Horton highlighted is Vistra (VST). Find out why he likes it and other plays in the video above.

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This post was written by Stephanie Mikulich.