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power, and that demand will only increase as more are brought online. The ongoing and massive buildout of AI data centers is a growing catalyst that can benefit Energy Transfer (NYSE: ET), Constellation Energy (NASDAQ: CEG), and Enbridge (NYSE: ENB).Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »Image source: Getty Images.Energy Transfer is a diversified midstream energy company, transporting everything from natural gas to natural gas liquids to crude oil to refined products across North America. With its extensive network of pipelines and energy infrastructure, it's particularly well positioned to capitalize on the rising demand for natural gas to power electricity generation for data centers.According to the nonprofit organization Global Energy Monitor, the U.S. has the most gas-fired power capacity under development worldwide, and a third of that new capacity is expected to power data centers and support AI's increasing energy needs.Energy Transfer has been lining up deals in this space. It signed an agreement with Oracle to supply natural gas to three of its data centers, and also has deals with CloudBurst Data Centers and Fermi America to meet their AI-related energy needs.Its forward price-to-earnings (P/E) ratio of 11.4 looks reasonable, as the market is valuing it as a steady cash generator. This may be a favorable moment for income-focused investors to start a position or add to their holdings. At the current share price, Energy Transfer's dividend payout offers an attractive yield of 6.8%.Utility giant Constellation Energy serves both residential and commercial customers, offering a mix of energy solutions, and touts itself as the nation's largest provider of clean and low-carbon energy. What makes it most interesting for investors now, however, is its connection to AI and data centers through its nuclear power business.Nuclear power plants provide steady baseload power, offering data center operators the stable energy they require without a major greenhouse gas footprint.Constellation has been busy picking up customers. 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