POWER SLAVE: HOW AI'S RISE WILL STRAIN THE US ENERGY GRID ND EFFECT YOUR ACCESS TO UTILITIES

The U.S. electrical market is on the cusp of a demand crisis. Public utilities and regulators are years behind. The smart capital move is to go where the grid can’t: decentralized, portable, and modular energy platforms engineered for AI, powered by stranded or low-cost energy sources.
The U.S. must build ~200,000 miles of high-voltage transmission lines by 2035 — and it’s years behind schedule. Firms that design, build, or supply grid infrastructure are set to benefit from massive federal/state funding and utility contracts.
Stock Examples:
Quanta Services (PWR) – Leading utility infrastructure contractor (transmission, substations, renewables)
MasTec (MTZ) – Builds energy, communication, and industrial infrastructure (especially in the South/Southwest)
MYR Group (MYRG) – Specializes in high-voltage electric transmission systems