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Feature Article

Day of the Data Center: Powering Utility Profits

By Roger S. Conrad on Apr. 3, 2024

Electricity and fiber broadband: They’re critical elements for the exploding number of “hyper-scale” US data centers, which in turn are vital for the proliferation of artificial intelligence applications.
At the nexus of both power and fiber are two sectors that to date have been largely ignored by many investors: Electricity and Communications utilities.

Since the start of 2023, the utility stocks in the S&P 500 have lagged the broader index by more than 40 percentage points. And they’re almost 70 points behind the Nasdaq 100, which is dominated by the 7 big technology stocks most associated with AI.

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