Investors should swap Invesco Solar ETF for VanEck Nuclear ETF to align with AI data center power trends.

The Invesco Solar ETF (TAN) is less aligned with the energy needs of AI data centers, which require reliable, 24/7 power. Major tech companies like Microsoft, Amazon, and Google are securing nuclear power deals, not solar, for their data centers. The VanEck Uranium and Nuclear ETF (NLR) holds the utilities and companies benefiting from these nuclear contracts, showing stronger performance. Investors seeking AI-related energy exposure should consider rotating from TAN to NLR to better capture the growth in firm, dispatchable power for AI workloads.