In the USA, large AI data centers are being constructed acro...
In the USA, large AI data centers are being constructed across the country, leading to a sharp increase in electrical utilities demand. This demand is being met by utilities industry providers, with some companies benefiting significantly. In particular, a group of companies known as independent power producers, such as$Constellation Energy (CEG.US)$、$Vistra Energy (VST.US)$、$Talen Energy (TLN.US)$Companies such as these have achieved growth significant enough for their stock prices to double or triple.
These companies own natural gas and nuclear power plants, earning high profits by selling electricity in the open market. Moreover, they can directly contract with major technology companies, allowing them to grow without being bound by regulatory fee structures.
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