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National Grid (NGG) Commits £60 Billion to Grid Modernization and AI-Driven Clean Energy Upgrades

We recently published 11 Most Profitable Utility Stocks to Buy According to Hedge Funds. National Grid Plc (NYSE:NGG) is one of these profitable utility stocks.

National Grid Plc (NYSE:NGG) is a leading electricity and gas utility operating in the UK and the northeastern US and is among the most profitable stocks. It is accelerating its modernization and clean energy strategy in 2025 with a strong focus on artificial intelligence (AI) and smart infrastructure. The company aims to meet surging energy demands, improve reliability, and enable large-scale renewable integration.

Through its venture arm, National Grid Partners, the company has committed $100 million to AI startups developing grid-forecasting tools, AI-driven infrastructure maintenance, risk management systems, and digital twin technologies. Partnerships with firms like Amperon, AiDASH, and Sensat are already delivering results, including a 30% reduction in outages in parts of its US network via AI-based hazard detection.

Major grid modernization projects are underway on both sides of the Atlantic. In the UK, the Great Grid Upgrade—17 large infrastructure projects will expand clean energy capacity, particularly offshore wind, and are expected to support over 55,000 jobs by 2030. In the US, the Smart Path Connect transmission upgrade in New York is on track for completion by December 2025, enhancing renewable integration and reliability for 2.3 million customers.

National Grid Plc (NYSE:NGG) invested nearly £10 billion in 2025 across its UK and US operations, with a five-year plan to spend £60 billion primarily on grid upgrades, renewable connections, and digital transformation.

While we acknowledge the risk and potential of NGG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NGG and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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