Duke Energy: Prime Sunbelt Assets Set It Up For AI Tailwinds (NYSE:DUK)

The AI revolution has now reached an inflection point where the primary constraint is no longer on silicon but the scarcity of "instant" electricity. As hyperscalers compete to secureFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunit ...