POWER UP: Utilities to see booming demand as more data centers go online.

Sunday, April 28, 2024

Holger Zschaepitz

The AI boom is set to drive a rally in what's traditionally the most boring corner of the stock market: utilities.

Utilities to see booming demand as more data centers go online.

Power consumption will increase massively.

Goldman's Power Up basket has soared 28% and the Data Center Equipment basket is up more than 18%. bloomberg.com/news/articles/

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