President Donald Trump’s State of the Union remarks calling on major AI developers to generate their own electricity are shifting investor focus toward AI infrastructure, captive power systems, and energy independence. Framed as a “ratepayer protection pledge,” the proposal signals a move toward behind-the-meter generation and self-powered AI data center campuses.

Among companies gaining attention is 1606 Corp. (OTC: CBDW), which recently signed a nonbinding agreement to acquire 132 acres in North Lufkin, Texas, including a 55 MW power plant and a data-center-ready facility. Designed for captive power delivery, the site supports AI and high-density computing workloads. With AI electricity demand projected to more than double by 2030, CBDW is positioned at the intersection of energy infrastructure and AI expansion.

American Lithium Minerals (OTC: AMLM): Critical Minerals for AI and Energy Storage. While energy generation is one side of the AI equation, raw materials remain equally critical. American Lithium Minerals (OTC: AMLM) continues advancing a diversified portfolio including lithium, rare earth elements, gold, silver, copper, and other strategic minerals. These materials are essential for battery storage systems, grid infrastructure, and advanced electronics supporting both AI data centers and renewable energy expansion. As U.S. policymakers prioritize domestic supply chains for critical minerals, companies like AMLM stand to benefit from heightened attention on resource independence.

Shorepower Technologies (OTC: SPEV): recently entered into an Agreement and Plan of Merger with Aeternum Health LLC. Under the terms of the agreement, Aeternum Health will merge into Shorepower, with Shorepower continuing as the surviving public entity. Upon completion of the transaction, Paul E. Mann, Manager of Aeternum Health, will assume the role of President and Chief Executive Officer of Shorepower Technologies.

Yuka Group Inc. (OTC: YUKA): is a medical wellness company, Med Smart Wellness Centers™, is a professional network of "Anti-Aging Medical Clinics.

Renewal Fuels (OTC: RNWF): a Renewable Energy Development company focusing on renewable and alternative fuel strategies. With AI facilities expected to significantly increase electricity demand, hybrid models incorporating renewable energy, biofuels, and on-site generation may play an expanding role in supporting sustainable AI data center growth.

Ameerex Corporation (OTC: HIRU): is a diversified natural-resources company operating across North America and Australia. The Company focuses on producing oil and gas assets, precious metals, and critical base-metal projects. Ameerex applies a disciplined acquisition strategy centered on clean title, immediate production, and long-term value creation.

Energy + AI: A Converging Investment Theme

As artificial intelligence adoption accelerates, the intersection of:

• Captive power generation

• Data center expansion

• Critical mineral supply chains

• Renewable and hybrid energy systems

• Infrastructure modernization

is becoming a dominant macro theme.

President Trump’s call for AI developers to build their own power plants underscores the structural shift toward energy self-sufficiency. Companies positioned across energy assets, mineral supply, electrification infrastructure, and clean technology are increasingly part of that broader narrative.

With AI electricity demand forecast to surge through the end of the decade, investors are closely watching companies like CBDW, AMLM, SPEV, YUKA, RNWF, and HIRU as the energy-meets-AI investment cycle continues to evolve.

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