Artificial intelligence (AI) is significantly increasing energy consumption, with data centers using electricity comparable to small cities. Industry leaders, including Sam Altman and Elon Musk, have raised concerns about the sustainability of this energy demand, warning of potential limitations in AI development due to energy shortages. A specific company is emerging as a key player in the AI energy sector, owning vital nuclear energy assets and having expertise in large-scale energy projects. This company is also involved in U.S. liquefied natural gas (LNG) exportation and is strategically positioned to benefit from increased demand for energy resources. It is debt-free and has a cash reserve that constitutes nearly one-third of its market capitalization, along with investments in AI ventures. Recent assessments suggest that the company's stock is undervalued, trading at less than seven times earnings when excluding cash and investments. The company is generating real cash flows and possesses critical infrastructure that supports its growth in the evolving energy landscape.