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In America, Big Tech's AI data centers come -2-
For investors, the near-term trade is more straightforward. Utilities with large, contracted data center customer bases in high-growth corridors are being repriced from regulated infrastructure to strategic AI assets. The NextEra/Dominion deal sets a new benchmark for that repricing. The more interesting longer-term question is how far the integration goes, and who ends up owning the on/off switch.
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morningstar.com
In America, Big Tech's AI data centers come -2-
For investors, the near-term trade is more straightforward. Utilities with large, contracted data center customer bases in high-growth corridors are being repriced from regulated…
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Big Tech gets the AI profits. You get the -2-
For investors, the near-term trade is more straightforward. Utilities with large, contracted data center customer bases in high-growth corridors are being repriced from regulated…
