I thought solar energy would take off with the increased demand for electricity too, but that turned out to be very wrong. Utilities profits are up because natural gas has fallen, but should bottom. If capacity is limited then revenue growth will be limited too. Margins will fall with increased capex to build out more capacity with money borrowed at high rates. If electric rates go up it will justify the cost of solar.
AT& T Corporate Finance and MCI San Antonio Texas. Jon Raborn Julie Hough, David Dawson ,William ofCambridge ,Rick Perry ,Bret Bairt and Hunter Biden Homeland national security Mobile loaves and fishes inc. Travis county austin texas.
Utility being AI infrastructure play is as ridiculous as Starbucks being AI infrastructure play since they supply essential caffeine to AI software developers