"Well, you know, we've talked about this, you know, a lot, a lot of the companies we'd like to focus on are the companies that are situated in areas where there is big AI firms. A lot of that is around the DC area. So we'd like Constellation as a play because I mean, the stock has gone up big. I think it's trading over 300 now, but Constellation's a good idea to look at."
"Other companies in the south that are in that level that makes sense. Southern company, which is symbol SO. So again, all located in your southeastern region, which is super helpful. But I mean, there's almost every utility stock that's based in areas where they're doing this building and, you know, some of the building of these AI super data centers are out west and, and, and where they're gonna literally have to build things to be adjacent to it."
Rapid growth of AI and server farms is driving substantial incremental electricity demand, creating investment opportunities in utilities located near major data-center clusters. Concentration of AI firms around regions such as the DC area and the southeastern U.S. suggests local utilities will capture new load growth. Specific utility names cited include Constellation, Duke Energy (DUK), Southern Company (SO), and Entergy. Larger, well-capitalized utilities are recommended over medium-sized firms for capacity and reliability reasons. Using AI chat tools to identify utilities most exposed to data-center expansion can help generate a targeted list of candidates.
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