3 Utility Stocks Investors Are Watching As AI Data Center Power Demand Grows

Simply Wall St.11-05

Voters just sent a clear message on AI data centers, and it was not a gentle one. Restrictive ballot measures passed almost everywhere they appeared, and that puts fresh political and regulatory ...

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Restrictive ballot measures passed almost everywhere they appeared, and that puts fresh political and regulatory ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/utilities/nyse-etr/entergy/news/3-utility-stocks-investors-are-watching-as-ai-data-center-po\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4606","symbol_name":"AI电力股","start_time":0,"source_url":"https://simplywall.st/stocks/us/utilities/nyse-etr/entergy/news/3-utility-stocks-investors-are-watching-as-ai-data-center-po","article_id":"2681769390","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/9521000-choice2-card/1788937658924"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/utilities/nyse-etr/entergy/news/3-utility-stocks-investors-are-watching-as-ai-data-center-po","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2681769390","pubTimestamp":1793885485,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"SSasha JovanovicNovember 5, 2026","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4606":"AI电力股","BK4081":"电力公用事业","ARTY":"ISHARES FUTURE AI & TECH ETF","ETR":"安特吉","BK4588":"碎股","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","OGE":"OGE Energy Corp","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","CEGX":"2倍做多CEG ETF-Tradr","BLOK":"Amplify Transformational Data Sharing ETF","AGIX":"通用人工智能 ETF-AGIX","XLU":"公共事业指数ETF-SPDR","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","TRUU":"VanEck Utilities TruSector ETF","IDU":"iShares U.S. Utilities ETF","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","DTCR":"Global X Data Center & Digital Infrastructure ETF","BK4211":"区域性银行","VTHR":"Vanguard Russell 3000 ETF","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","FWD":"AB DISRUPTORS ETF","LYY.SI":"中云集团","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","BK6051":"信息科技咨询与其它服务","VPU":"Vanguard Utilities ETF","CEG":"Constellation Energy Corp","LU2463526074.USD":"NORDEA 1 - GLOBAL CLIMATE ENGAGEMENT \"BP\" (USD) ACC","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","IVEP":"DAN IVES WEDBUSH AI POWER & INFRASTRUCTURE ETF","URAN":"Themes Uranium & Nuclear ETF","BK4585":"ETF&股票定投概念","BILT":"iShares Infrastructure Active ETF","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","JXI":"iShares S&P Global Utilities Sec","IE000SL1IH01.SGD":"FTGF CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOME \"AG\" (SGD) INC","ISBC":"投资者银行","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","NLR":"核能指数ETF-Market Vectors","IE000WXP2NQ0.USD":"FTGF CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOME \"AG\" (USD) INC","QTOC":"Innovator Growth Accelerated Plus ETF - October","TPZ":"Tortoise Electrification Infrastructure ETF","UTES":"Virtus Reaves Utilities ETF","AIPO":"Defiance AI and Power Infrastructure ETF","FUTY":"Fidelity MSCI Utilities Index ETF","RCTR":"First Trust Bloomberg Nuclear Power ETF"},"translate_title":"随着人工智能数据中心电力需求的增长，投资者正在关注 3 只公用事业股","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ETR":1,"VTHR":1.5,"ARTY":1.5,"RCTR":0.6,"URAN":0.6,"FUTY":0.6,"CHAT":1.5,"DTCR":1.5,"TPZ":0.6,"LYY.SI":1.5,"AIPO":1.5,"BLOK":1.5,"FWD":0.65,"JXI":0.6,"VPU":0.6,"AGIX":1.5,"CEG":1,"QTOC":1.5,"NLR":0.6,"IVEP":0.6,"XLU":0.6,"BILT":0.6,"TRUU":0.6,"ISBC":1.5,"IDU":0.6,"UTES":0.6,"CEGX":0.6,"OGE":1},"content_text":"Voters just sent a clear message on AI data centers, and it was not a gentle one. Restrictive ballot measures passed almost everywhere they appeared, and that puts fresh political and regulatory friction in front of one of the biggest power-hungry buildouts in years. For investors, that mix of slower construction and ongoing demand could reshape where electricity money flows. This article walks through three U.S. regulated utilities that sit directly in the path of those data-center headlines and explores how the new rules might matter for their business models and risk profiles. The stocks covered below are only a sample of what this AI power buildout touches. The full screen identified 17 more U.S. regulated utilities and grid players with equally compelling stories that do not fit into one article. To see the broader field and identify which tickers line up best with your own risk and return goals, head straight into the U.S. Regulated Utilities and Power Infrastructure Benefiting from AI Data-Center Demand screener. AdvertisementEntergy (ETR) Overview: Entergy is a regulated U.S. electric utility that generates and delivers power to 3.1 million customers across the Gulf South. Operations: Entergy generates about US$14 billion of mostly utility revenue in the United States, with virtually all sales tied to its regulated operations. Market Cap: US$52.0 billion Entergy plugs directly into the screener theme as a pure-play electricity provider. Its Gulf South grid already attracts energy-hungry AI and data-center projects, and recent contracts show how that interest can translate into long-duration demand and potential earnings support. \"Substantial long term electricity demand growth from industrial development, population migration to the Gulf South, and large scale data center expansions in Entergy’s service territory now includes approximately 7 to 12 GW of hyperscale data center potential, 3 to 5 GW of traditional industrial demand, and signed agreements with AWS and Meta that together support the updated outlook for roughly 8.5% to 9% annual retail sales growth, which could lift regulated revenue and earnings over time.\"What ultimately happens to that outlook will hinge on how one quiet source of political and regulatory pressure affects future grid investment returns. That quiet pressure point is exactly what the full narrative for Entergy unpacks, including how accelerating AI demand could reshape Entergy’s returns and risk trade off beyond the headline projections. NYSE:ETR Earnings & Revenue Growth as at Nov 2026 Constellation Energy (CEG) Overview: Constellation Energy produces and sells large scale electricity and related energy solutions across the United States, supplying long duration power for utilities, businesses and increasingly data centers. Operations: Constellation Energy generates about US$31.3b in revenue from its Generation segment, supported by diversified regional operations across the Midwest, Mid Atlantic, New York, ERCOT and other power markets. Market Cap: US$93.3b Constellation Energy matters for this screen because it already runs a large carbon free fleet that can supply around the clock power at the scale hyperscalers now look for. This is occurring at a time when many proposed data center builds are running into political and permitting friction. \"Growing demand for carbon free, reliable power from large scale customers such as data centers and large corporates is now translating into roughly 920 MW of long duration nuclear power contracts with investment grade buyers on an average 18.5 year term. This can support more visible revenue and earnings growth for Constellation Energy as additional load is signed over time.\"The outcome of those long contracts if one unseen regulatory pressure shifts could potentially have a larger impact on margins than any headline AI story. If that pressure is what matters most, the full narrative for Constellation Energy explains how Constellation Energy’s long term contracts, regulatory shifts and AI data-center demand could be pulling apart. NasdaqGS:CEG Earnings & Revenue Growth as at Nov 2026 OGE Energy (OGE) Overview: OGE Energy is an Oklahoma City based electric utility that generates and sells power across a large U.S. service territory. Operations: OGE Energy produces about US$3.4b in revenue from its Electric Company segment, with all sales coming from within the United States. Market Cap: US$10.2b OGE Energy fits this AI power theme as a traditional regulated utility that already supplies heavy electricity users and is planning for more data-center style demand. The real question is how its buildout plans and tariffs line up with that long-term load story. \"Ongoing and planned investments in generation capacity and transmission infrastructure are now backed by a draft 2026 resource plan that identifies about 1.9 gigawatts of incremental capacity needs by 2031 and specific projects such as 550 megawatts of capacity additions in 2026, the 300 megawatt Frontier Storage project in 2027, and Southwest Power Pool assigned 765 kV transmission work.\"What ultimately matters for investors is how one unresolved regulatory decision shapes the earnings that OGE Energy can actually keep from that extra demand. That unresolved ruling is the hinge, and the full narrative for OGE Energy shows how OGE Energy’s accelerating grid build could translate into long term upside or hidden pressure on returns. NYSE:OGE Earnings & Revenue Growth as at Nov 2026 Seeking Fresh Alternatives Before Others? Market leadership can flip fast when new themes catch momentum and early capital starts flying into fresh ideas. Before these opportunities get fully caught by the crowd, consider taking a closer look at areas that may still be underappreciated.  Target dependable income while prices still look reasonable by scanning through the curated 5 dividend fortresses that prioritize durability over drama. Spot early leaders in digital assets exposure by running the focused 21 cryptocurrency and blockchain stocks before more investors catch on to the next narrative swing. Track where the robots quietly gain ground and use the hand picked 92 robotics and automation stocks to focus on businesses automating real world workflows.  This article is general in nature and was produced with the assistance of AI automation,\n        based on data and analysis from Simply Wall St. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Entergy might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.53.0","shortVersion":"4.53.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2681769390","isCrawlerRequest":true}