A worsening drought and strong winds across São Paulo are straining the country’s power supply, blacking out hundreds of thousands of Brazilian households and slowing commerce in South America’s largest economy https://t.co/W3wAwWwtQv ...

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 ...

Core Insights - Exelon reported a year-to-date income of $2.2 billion, reflecting a 17% increase from the previous year, primarily due to rate increases at PECO Energy [3] - The company is actively pursuing a role in power supply within deregulated states like Maryland and Pennsylvania, where utilities are restricted from owning power plants [4][5] - Exelon has an advanced data center pipeline of 18 GW, which has increased by 13% from the previous quarter, with potential future additions totaling 47 GW [1][8] Financial Overview - Exelon's capital expenditure program is projected at $38 billion over four years, with an additional potential transmission spending estimated between $10 billion to $15 billion [2] - The company is focusing on investments in energy efficiency, distributed solar, and storage to ensure adequate power supplies [5] Market Developments - A recent solicitation for dispatchable generation in Maryland did not meet its goals, with bids submitted by Constellation Energy and others falling short of the required effective load carrying capability [6][7] - Exelon utilities have 6 GW of potential data center customers nearing transmission service agreements, indicating strong demand for energy solutions [8][9]

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]