The world’s biggest tech companies are scrambling to power A.I data centers. This is causing huge stress on the UK energy grid, and without new supply, our country will be left behind in the A.I race.
Amazon, already the top corporate buyer of renewable energy in Europe, has over 230 projects representing more than 20 GW of capacity.
Meta has secured more than 9.3 GW of renewable contracts in the U.S. alone.
And now they are expanding to the UK. Together, major tech and energy players have committed more than £2 billion to accelerate AI adoption and turn Britain into a central hub in the global race.
Electricity demand is set to soar beyond what the grid can handle. Nuclear takes decades. Renewables aren’t constant. Net-zero sits in the 2030s.
One stock filling that gap is surging to brand new highs and is set to gain another 1,000% according to analysts.
Its name is Mast Energy Developments (London Stock Exchange Ticker: MAST).
Based in the UK, MED is rolling out fast, flexible power plants that fire up quickly to keep AI data centers online when renewables fall short.
Its model is straightforward: build Dynamic Electricity Generating (DEG) assets, modular, quick-to-cashflow sites powered by reciprocating gas turbines, batteries, and green gas, designed to complement renewables and monetize immediately. And with a focus on delivering dedicated AI data centre power solutions.
AI Is Scaling in Britain Faster Than the Grid
The UK is fast becoming one of the world’s AI strongholds. By some measures, it already ranks as the third-largest nation for data centres, behind only the US and Germany. Nearly 100 new facilities are set to rise in the next five years. More than half will cluster in London and the surrounding region. Nine are planned for Wales, one in Scotland, five in Manchester, and more are on the way.
Microsoft is planning four new UK sites worth £330 million, including two in Leeds, one near Newport in Wales, and a massive campus in Acton, London. Completion is expected between 2027 and 2029.
The National Energy System Operator projects that data centre growth in Great Britain could add 71 terawatt-hours of electricity demand in just 25 years. That would shock the grid.
Google is also investing big, with a £740 million data centre in Hertfordshire, featuring cutting-edge air cooling instead of water to keep servers online.
Mast Energy Developments (LSE: MAST) is a pure-play power specialist.
Today, MED has 9 projects, including its fully operational Pyebridge site (8.1 MW) and multiple development-stage assets across the Midlands and South East. Unlike nuclear or offshore wind, these modular plants can be built in months, scaled in steps, and replicated quickly to meet rising demand.
This is the immediate solution Microsoft, Amazon, Google, Meta all need.
The company’s short-term goal is to develop around 50 MW of AI data centre power supply projects, with a medium-term roadmap to scale beyond 150 MW. In practice, that means MED could power dozens of large AI facilities, providing the stability and round-the-clock reliability they cannot source from renewables alone.
The market is already rewarding this execution. On July 14, MED’s initial share price was 55 GBX, and by August 27, it had risen to 140 GBX, a performance of +154.55% in a little over a month.
MAST is one of the only energy companies in the UK which is beating the performance of Rolls Royce shares.
Investors buying shares of MAST today while it is still trading at under 200 pence could see massive profits over the next few months.