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Artificial intelligence and the rapid buildout of data centers have captured the attention of the business community, financial markets and policymakers. This paper explores how the evolution from digital to physical AI could broaden and extend the electrical investment cycle.

The era of flat power demand is over. Data center load growth super-charged with the use of artificial intelligence and an acceleration in electric vehicle adoption are driving electricity demand. This paper explores the potential impacts of these megatrends on electricity consumption and our strategy for earning outsized returns on investment.