One question lingers in the mind of every investor. Are we in an AI bubble. Should you be worried.The answer to that question is going to determine the portfolio returns of tens of millions of Americans. It's important to understand what is actually happening in the economy. The surge in AIdriven data center projects, all of that construction that's happening.Big reason for this explosion in construction is that mega cap companies continue to exceed expectations on their AI capex spending. So whether we're ...

This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. By the numbers: Exelon Q3 2025   18 GW Advanced data center pipeline, up 13% from the previous quarter. Potential future additions total 47 GW.   $10B to $15B In potential transmission spending. The amount isn’t included in Exelon’s $38 billion, four-year capital expenditure program.   $2.2B Year-to-date income, up 17% from a year ago, driven by rate increa ...

Industry Trend - The AI race is fueling an "energy Wild West" that is reshaping American power [1] - The industry seeks maximum flexibility in power supply [1]

Power Supply Costs - The data center boom added $7.3 billion (十亿) in power-supply costs on the largest US grid [1] Impact on Consumers - Increased power bills for nearly a fifth (20%) of Americans from the Midwest to the mid-Atlantic [1]

Industry Regulation - Data centers connecting to the largest US grid must provide their own power supply [1] - The system's independent watchdog mandates the power supply requirement [1]

Power Supply & Energy Efficiency - China's power supply this summer is being bolstered by a government trade-in program [1] - The program facilitates millions of households upgrading to more efficient air-conditioners [1]