AI Boom: Play It Safe With Public Utilities — Barrons.com
To the Editor: A more conservative way to play the AI boom is through public utilities, which are a direct beneficiary of AI's huge power consumption ("Is the AI Capex Bubble About to Burst? What 250 Years of Market History Tell Us," Cover Story, Aug. 27). As they are signing long-term contracts w…
To the Editor: A more conservative way to play the AI boom is through public utilities, which are a direct beneficiary of AI's huge power consumption ("Is the AI Capex Bubble About to Burst? What 250 Years of Market History Tell Us," Cover Story, Aug.
27).
As they are signing long-term contracts w…