U.S. Utilities & Power – AI Demand Meets Reality: BI Replay

AI-driven electricity demand continues to reshape the U.S. power sector, but investors are increasingly focused on which companies are best positioned to capitalize on the opportunity as affordability concerns, regulatory oversight and capital requirements come into sharper focus. Join Nikki Hsu, Gabriela Privitera and Barbara Chapman of Bloomberg Intelligence as they examine how affordability, policy, PJM/FERC regulatory developments and M&A activity are reshaping the outlook for regulated utilities, independent power producers and SMR developers. The discussion will also identify the key catalysts and investment themes expected to determine the sector's winners and losers over the next 18 months.