Between 2005 and 2025, electricity demand increased by 10%. Between 2025 and 2045, however, demand is projected to increase by 60%. That’s a step change in demand driven by a shift toward electricity as a power source and, at the same time, new technology, including electric cars and artificial intelligence (AI)<\/a>. <\/p>\n Meeting that demand won’t be easy, and it is already causing problems for the AI industry. One of the quickest ways to develop new power sources is through natural gas turbines. There are drawbacks, as Mississippi residents are aware, since the off-grid power plants for one of Musk’s Tennessee AI data centers are located there. Still, when it needed power fast, Space Exploration Corporation (NASDAQ: SPCX) did what it needed to do. And the U.S. government appears to be supporting the company’s move to use natural gas turbines despite local pushback. <\/p>\n Natural gas is likely to be a key AI fuel for years to come. This makes Enterprise and Enbridge, two of the largest midstream businesses in North America, attractive high-yield investments<\/a>. The key is that both make money by charging fees for the use of the energy infrastructure assets. So demand for energy is more important than the price of the energy being moved through their systems. <\/p>\n Enterprise’s yield is 5.7%, the highest on this list. It has increased its distribution annually for 27 consecutive years. Enbridge’s yield is 4.9%, and it has increased its dividend, in Canadian dollars, for 31 years. To be fair, these are indirect plays on the AI sector, since they rely on overall natural gas demand. But both are reliable, though slow-growing, high-yield investments. <\/p>\n Story Continues <\/p>\n Brookfield Renewable offers a cleaner AI play <\/p>\n If you don’t want to own a carbon-focused business, you can still buy a high-yield energy supplier to the AI sector in Brookfield Renewable Partners. This business owns a global portfolio of clean energy assets, including hydroelectric, solar, wind, storage, and nuclear. It operates outside of the regulated utility framework, selling power directly to companies using long-term contracts. As noted above, it has agreements with Microsoft and Google to supply power to their data centers. <\/p>\n Brookfield Renewable Partners’ distribution yield is 4.9%. The distribution has been increased regularly for a decade, noting that the business isn’t as old as the two midstream businesses highlighted above. That said, there is an important difference here. Brookfield Renewable actively manages its portfolio, so it is always buying and selling assets. Enterprise and Enbridge tend to build (or buy) assets and then hang on to them for a long time. Investors who choose Brookfield Renewable should probably pay closer attention to quarterly results to stay on top of portfolio developments. <\/p>\n Power is the ultimate AI pick-and-shovel play <\/p>\n When you step back, AI is really just a fancy computer program. It can’t “live” without electricity. That makes power a key supply story and one that won’t simply go away once an AI data center has been built, because power will always be required to keep the AI running. High-yield natural gas pipeline operators like Enterprise and Enbridge are a good way to play electricity demand growth. Brookfield Renewable is another, for those who prefer to avoid carbon fuels. All three offer big yields backed by reliable cash flows. <\/p>\n Should you buy stock in Enterprise Products Partners right now? <\/p>\n Before you buy stock in Enterprise Products Partners, consider this: <\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Enterprise Products Partners wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. <\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $377,990!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,269,518!* <\/p>\n Now, it’s worth noting\u00a0Stock Advisor’s total average return is 896% \u2014 a market-crushing outperformance compared to 206% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of July 25, 2026. <\/p>\n Reuben Gregg Brewer<\/a> has positions in Brookfield Renewable Partners and Enbridge. The Motley Fool has positions in and recommends Alphabet, Enbridge, and Microsoft. The Motley Fool recommends Brookfield Renewable Partners and Enterprise Products Partners. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. Power demand is increasing at a rapid clip <\/p>\n