Nvidia, they’re doing alright. Stock’s gone up, a lot. Over 700% in three years. So it goes. The S&P 500? A respectable climb, sure, but not the same. Everybody wants their chips, these days. Artificial intelligence, you see. Seems important. A lot of heat, a lot of calculations. But chips don’t run on wishes, do they?
They need power. Real, honest-to-goodness electricity. And that’s where things get interesting. Brookfield Renewable. Never heard of them? You will. They’re not making little silicon brains. They’re making the juice that powers the brains. And that, friends, is a different game entirely.
The Power Supplier
Brookfield Renewable. They own a lot of power plants. Windmills, solar farms, hydroelectric dams. The usual. But it’s not just having the power, it’s who they sell it to. Long-term contracts. Steady income. They’re the folks keeping the lights on for the big boys, the ones chasing the AI dream. Seems sensible, doesn’t it?
Take Microsoft, for instance. They signed a deal with Brookfield. A big one. 10.5 gigawatts of renewable power. That’s enough to power a small country, or a lot of computer servers. Nearly eight times bigger than the previous record. They’ll be getting that power between 2026 and 2030. They might even expand it, someday. Beyond the U.S. and Europe. Maybe even use different kinds of clean energy. Who knows? It’s a complicated world.
Google’s in on it, too. They want hydropower. Up to 3 gigawatts. Another big deal. They’re getting 670 megawatts from Pennsylvania, already. That’s a lot of water turning a lot of turbines. It adds up, you see. It always does.
Brookfield also owns a piece of Westinghouse. Nuclear power. They’re working with the government, building new reactors. $80 billion worth. A lot of atoms splitting. A lot of heat. It’s a bit scary, if you think about it. But it’s power. And power is what we’re talking about.
A Reasonable Proposition
Brookfield’s got a few things going for it. Steady income from those long-term contracts. They’re signing new deals, with better rates. They’re building more power plants. They’re buying up other companies. And they’ve got that nuclear business, which is…well, it’s something. They think they can grow their earnings by more than 10% a year, through 2031. Analysts think it might be closer to 20%. It’s a nice thought, isn’t it?
Right now, they’re trading at a reasonable price. About 16 times earnings. It’s not cheap, but it’s not crazy. They also pay a dividend. 3.7%. They plan to increase it by more than 5% a year. It’s not going to make you rich, but it’s a start.
A Modest Outlook
Brookfield Renewable is expecting growth. They’ve got the infrastructure, the contracts, the resources. They’re in a good position to keep increasing their dividend. They’re also trading at a reasonable price, which means there’s room for the stock to go up. It’s not a sure thing, of course. Nothing ever is. But it’s a reasonable bet.
Nvidia is doing well now, but the chip business is competitive. Someone else will come along with a better chip, eventually. And when that happens, the demand for power will shift. Brookfield will still be there, selling electricity. So it goes. They might even outperform Nvidia, someday. It’s a thought. A quiet, unassuming thought, in a very loud world.
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2026-02-28 15:02