In the latest conference call, Exelon's management emphasized that electricity demand in its service areas remains strong.

老虎证券2026/02/12 15:38

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The company expects the annual load growth rate to steadily surpass 3% until 2029. This optimistic forecast is driven by the continued recovery of industrial and commercial electricity consumption, as well as the increased demand brought by the expansion of new energy infrastructure. Exelon pointed out that data center expansion, the popularization of electric vehicles, and regional economic development together constitute the core driving forces for demand growth. The company stated that it has formulated corresponding investment plans aimed at improving grid reliability and capacity to cope with future electricity demand peaks.

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Jensen Huang has recently made consecutive public statements claiming that AI development does not require new laws or regulations, characterizing the opposition between innovation and safety as a "false choice." He publicly appeared with Trump, forming a stark contrast to the stance of Dario Amodei, Sam Altman, and Elon Musk, who have called for coordinated efforts to slow down AI research. However, Nvidia’s business interests are closely tied to the pace of investment in AI infrastructure.

华尔街见闻•2026/09/16 00:21