Investing in electricity and investing in AI are distinct yet complementary strategies. While electricity investments focus on infrastructure and meeting growing demand, AI investments emphasize technological innovation and efficiency gains. Sempra's $Sempra(SRE)$  strategic position in the electricity market, particularly in anticipation of increased power demand, presents a promising opportunity for investment. 

Despite short-term challenges like wildfire risks and regulatory delays, Sempra's solid fundamentals and growth prospects suggest potential for stock appreciation and alignment with optimistic projections. 

Thus, while electricity investment may not directly equate to investing in AI, both strategies can contribute to long-term growth and innovation in the energy sector.