Most of what you know about data centers is wrong
A Market Watch article argues that much of the prevailing narrative about data centers is misguided, urging readers to examine the evidence amid heightened AI excitement. The piece challenges widely held assumptions about data center demand and growth.
Why it matters — CEG watchers would care because data center demand is a key driver of the company's electricity business, and a reassessment of that demand could affect long-term outlooks.