[Question] Good ways to monetarily profit from the increasing demand for power?

There have been several good posts about how to profit from a world of AI takeoff.

However, when it comes to individual investment recommendations, most of them are for direct AI companies or builders of GPUs and compute infrastrucutre

Recently, it’s become clear to me that power will be much more of a bottleneck than GPUs (and therefore even more valuable).

What’s the best way to profit from this insight? Stock picks? Futures contracts? Something else?