What is the long term prospects for electricity infrastructure companies?

As cloud and data centers become more power hungry a greater availability and output of electricity will be required.

For companies who are in this segment, there has been tremendous pps growth in the last 5 years.

But how long can this growth continue?

I also see there is interest in nuclear energy companies. Not sure if they are in an experiemental stage or up and running/safe to use.

But I would imagine that they would compete with electricity infrastructure companies? Or I have the wrong assumption and they will still be needed to help facilitate electricity energy via nuclear.

Hopefully someone who knows this better than me can clarify.

Thanks