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Day: May 7, 2025

On Q1 investor calls, 40% of utilities see expansion opportunities driven by connecting data center load

Side-by-side comparison of regular utility stock performance versus data-center-exposed utility stocks (CEG, TLN, VST, XEL, S, NI), showing a steep AI-boom rally in the latter.

By Christine Vaughan Utilities nationwide are feeling the effects of the AI revolution. Forty percent of utility Q1 investor presentations touted load growth potential from data centers.  Many are noting inquiries from  Google, Amazon, and Meta.  Others demonstrated a track record and pipeline of new connections.  Ameren, BlackHills, Evergy, and WEC Energy have proposed special […]

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