The Secret Winners in the AI Boom Nobody’s Talking About

The Secret Winners in the AI Boom Nobody’s Talking About

Key Points Utilities as hidden AI winners: The explosive demand for electricity from AI data centers makes utilities prime beneficiaries, especially those near major hubs like Washington, Virginia, and emerging regions such as the Dakotas and Michigan. Natural gas as key driver: Most of the new power supply will come from natural gas, with companies like EQT and pipeline operators such as Kinder Morgan positioned to benefit from rising demand.…