Portland General Electric: Bullish AI Data Center Demand Amid Environmental Risks

Group 1 - The California wildfires highlight ongoing environmental risks faced by utility companies in the region [1] - Utility providers may not encounter the same level of liabilities as in previous years, indicating a shift in risk management [1] Group 2 - The article emphasizes the importance of understanding macro drivers affecting asset classes, including stocks and bonds, in the context of environmental risks [1]