Duke Energy's Southeast service territory (Carolinas, Florida, Indiana) is a primary destination for AI datacenter capacity from Microsoft, Google, and Amazon, with regulatory frameworks supportive of capacity additions. Capital plan upsized to $145B over 10 years. Nuclear fleet (Catawba, McGuire) provides clean baseload critical to hyperscaler procurement. Regulated business model insulates from commodity volatility. Dividend yield supports total return.
Signals scoped to US · Company-specific tagging coming soon.