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 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.

Raccontata damorningstar.com