Doral Energy Soars on AI Boom and Renewable Energy Expansion
Doral Energy, led by CEO Yoni Hantzis, has experienced a significant surge in value over the past year, becoming a prominent player in the renewable energy sector. Since Hantzis took the helm in May 2025 at age 35, the company's valuation has jumped from NIS 2.6 billion to NIS 13.5 billion, a 420% increase, with its stock outperforming competitors. This investor enthusiasm is driven by the company's enhanced performance across its operations in the United States, Israel, and Europe.
Hantzis, who transitioned from law to business development at Doral in 2020, has overseen a substantial increase in the company's project pipeline. The capacity for energy generation and storage has grown from 4.6 GW and 3.8 GWh respectively when he started, to 8 GW and 5.6 GWh by the end of June. Doral's revenues also saw a 55% increase, rising from NIS 118 million in the second quarter of the previous year to NIS 184 million in the same period this year. The company projects annual revenues of NIS 1.95 billion by 2027.
This growth is fueled by advancements in U.S. projects, increased holdings in Europe through the acquisition of Zephyrus, and entry into the data center sector. Hantzis attributes Doral's expansion directly to the AI revolution, stating that the burgeoning demand for server farms, which are massive energy consumers, is driving a global increase in electricity consumption. He projects a near doubling of electricity demand in the U.S. by 2050, making renewable energy the most efficient and cost-effective solution for rapid power generation.
Furthermore, AI is transforming Doral's operational strategies. The company is leveraging AI to process vast amounts of data related to weather, energy costs, and consumption patterns, enabling more precise decision-making and improved efficiency. An example of Doral's expanding U.S. presence is its $738 million investment in August to increase its stake in its subsidiary Doral LLC to 53.2%, up from 26%. Hantzis noted that $45 billion was invested in U.S. solar projects in the first half of 2026, positioning the U.S. as the second-largest market globally for such investments.
In addition to renewable energy, Doral is also developing energy infrastructure for server farms and data centers in response to the rising demand from AI technologies. In Israel, the company has secured a commitment to connect 96 MW for a data center project in Har-Tuv, which is expected to reach an IT capacity of 74 MW.
