AI Needs Power. This Company Delivers It
Good morning.
Today we’re looking at a company at the crossroads of two unstoppable trends: the explosion in power demand from AI and America’s urgent need to rebuild its aging energy grid.
This business serves some of the fastest-growing states in the country — Nevada and Arizona — where population growth and data center expansion are fueling record energy consumption.
With a reform-minded regulator, a new CEO backed by Carl Icahn, and a multibillion-dollar pipeline expansion, this isn’t your typical sleepy utility.
It’s a reliable, cash-generating business poised to deliver steady income and serious upside as the energy transition accelerates…
