Forget Chips: AI Is Now a Power Trade. These 2 Dividend-Paying Industrials Prove It.

NextEra Energy, already the largest public utility by market cap, will be the largest public utility overall if its merger with Dominion goes through.

Midstream operator Oneok pays a dividend yielding roughly 4.8%.

NextEra has raised its quarterly dividend for 31 consecutive years.

Data centers that use artificial intelligence (AI) all need one thing -- a steady power supply. That's where NextEra Energy (NYSE: NEE) and Oneok (NYSE: OKE) , companies that can deliver dependable energy, come in.

NextEra Energy is the largest publicly traded electric utility by market capitalization, valued at more than $178 billion. It is a hybrid utility that mixes regulated stability with aggressive clean-energy growth.

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Midstream operator Oneok has more than 60,000 miles of pipelines that deliver natural gas and crude oil. Its earnings per share (EPS) compound annual growth rate is 13% over the past decade.

As a bonus, both companies offer attractive dividend yields and a history of dividend growth. Here's why I like each of these stocks.