XLU's AI Power Story Crumbles as Texas Freezes Data-Center Demand
Texas regulators froze data-center hookups, and a fee cut reduced AEP Ohio's pipeline by more than half. The item focuses on these regulatory and utility pipeline developments affecting AI-related power demand expectations.
Why it matters — A DUK watcher would care because regulatory changes affecting data-center power demand could influence the broader utility sector's growth outlook, including Duke Energy's own data-center pipeline.