Is there a TSM of "near-term electricity for data centers" stock?

Nearly all of the top AI people are saying electricity for data centers is going to be the chief bottleneck going forward. I own way too much NVDA and would like to sell off another $1,000 of it to buy something that fits the "data centers need near-term electricity" thesis. Preferably a "toll booth" type stock like TSM for semiconductors. At one point I was interested in Small Modular Reactors, but who knows which will win (XE, OKLO, or someone else); and even if SMRs get rolled out, that won't happen until the early 2030s. I'm looking for picks related to immediate and near-term demand by data centers for electricity. Capital tends to chase scarcity, so I imagine there may be more run ups in electricity-related stocks. Don't want anything insanely run up like GEV or BE though. Looking for either great compounders or potential multibaggers that aren't complete moonshots. I've always loved solar but there don't seem to be many good solar stocks to pick from.