The grid infrastructure bottleneck could actually be the sleeper opportunity here - without massive transmission upgrades, even the best tech deployments hit a wall. Those utilities upgrading their transmission capabilities might be the real unsung heroes of the AI revolution.
100%! grid upgrades are the real bottleneck. Even the best tech is useless if power can’t get where it’s needed. Utilities focusing on transmission could definitely be the unsung winners here. Especially with stable dividends to boot.
The grid infrastructure bottleneck could actually be the sleeper opportunity here - without massive transmission upgrades, even the best tech deployments hit a wall. Those utilities upgrading their transmission capabilities might be the real unsung heroes of the AI revolution.
100%! grid upgrades are the real bottleneck. Even the best tech is useless if power can’t get where it’s needed. Utilities focusing on transmission could definitely be the unsung winners here. Especially with stable dividends to boot.
Great analysis!
Happy you found it of use, Harry! Thanks and Happy New Year!