Sunday, August 2, 2026

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#utilities

3 articles

Goldman Sachs Projects 165% Data Center Power Surge by 2030, Repositioning US Utility Stocks

Goldman Sachs Projects 165% Data Center Power Surge by 2030, Repositioning US Utility Stocks

Salvado•Jun 23, 2026

Nevada Data Centers Set to Consume 35% of State Electricity by 2030, Forcing Utility Repricing

Utilities & REITs

Nevada Data Centers Set to Consume 35% of State Electricity by 2030, Forcing Utility Repricing

Salvado•May 28, 2026

Duke Energy's $103B Capex Plan Puts AI Power Demand at Center of Utility Investment Thesis

Utilities & Energy

Duke Energy's $103B Capex Plan Puts AI Power Demand at Center of Utility Investment Thesis

Salvado•Apr 27, 2026