Utilities Sector Outlook: A Look at Regulation, Data Centers, and AI
US electricity demand is expected to have 1.4% annualized growth through 2032.
Artificial intelligence (AI) is powering demand for data center development and energy infrastructure expansion across the nation. That means data center developers, utility companies, and utility regulators need strategic partnerships to shape the future of data center growth. As a result, our analysts forecast US data center electricity demand will more than double by 2032.
Our latest Utilities Sector Outlook examines the role utilities regulation plays in the development of data centers and the AI industry—particularly regional data center analysis, constructive utilities and US state regulation, grid reliability outlooks, utility company moat ratings, and more.
Get the full report to uncover new growth opportunities in data center energy demand for your clients.
What's Inside:
What's Inside:
- How constructive regulation, grid reliability, and energy prices influence data center growth
- A breakdown of the utility regulatory framework and how their issues affect utility stock returns
- Which utility companies are our analysts’ top stock picks and why