Key PointsKey Points Utility stocks tied to AI growth: Traditional utilities located near major AI data center developments (like Constellation, Duke Energy, Southern Company, and Entergy) are positioned to benefit from soaring electricity demand. Traditional utilities located near major AI data center developments (like Constellation, Duke Energy, Southern Company, and Entergy) are positioned to benefit from soaring electricity demand. Stable, dividend-paying investments: Utilities provide investors with steady dividends, making them a lower-risk, indirect way to play the AI and data center boom, even during broader market corrections. Utilities provide investors with steady dividends, making them a lower-risk, indirect way to play the AI and data center boom, even during broader market corrections. Now the speculation is, is that some of these guys don’t have AI server farms in their region yet.