They 'Don't Care How Much It Costs; They Just Want Electricity,' and the AI Infrastructure Stocks to Watch Now
Group 1 - General Infrastructure Partners (GIP) is reportedly close to a $38 billion acquisition of AES, a renewable energy grid company, leading to a significant increase in AES stock prices [1] - The potential deal highlights the entry of private equity into the utility sector, indicating a growing demand for electricity, particularly for AI data centers [2] - The base load price of electricity has surged over the past two years, impacting households and raising concerns about potential regulatory pushback from utility commissions [2]