- Global electricity consumption is projected to rise roughly 40 % by 2035, with the primary bottleneck shifting from chip manufacturing to power grid transmission capacity.
- BloombergNEF raised its U.S. data center electricity demand forecast to 194 gigawatts over the next decade, while the International Energy Agency warns that 20 % of planned global capacity is at risk of delay.
- BCA Research highlights five utility stocks, including Atmos Energy and NextEra Energy, as alternative AI investments that offer dividend yields and grid infrastructure exposure despite potential regulatory and financing risks.
