2026-05-31·PWR·grid constraint
not priced inmedup
AI data center growth is turning grid interconnection into the binding constraint
What changed FERC said it expects to act by June 2026 on its large-load interconnection proceeding, explicitly tied to rapid growth from data centers and other large consumers.
spilloverGEVETNMSFTAMZN
window 60devidence 2PWR $672.78 / 45d n/a