XEL is a strong buy as a traditional utility benefiting from AI-driven data center expansion in its Midwest service area; valued at <20 P/E with ~3% yield.

Let's conclude with an arrow that represents the simple and straightforward side of things. It is a stock of "Excel Energy". So, Excel Energy is just a traditional utility company.

This is the bill I pay every month. But the reason I think Excel Energy is in an interesting position today is the scope of its work. They operate in many Midwestern states . That is, Colorado, Minnesota, and North Dakota, where data centers have begun to move.

There are vast areas of land. There may be greater acceptance of having power plants in some of these areas. There is an abundance of wind energy. And there, as you know, is solar energy.

There is space available for building such facilities . So, I think this will be a natural long-term enabler, whether you're talking about building distribution and transmission networks or the power plants themselves, or increasing the price base within which they operate in the regulated business sector .

All of these things won't constitute huge driving forces, will they?

This company will not be like "Bloom Energy," whose value may rise like a rocket. But I think it's one of the best deals available. The price-to-earnings ratio is less than 20.

The current dividend yield per share is approximately 3%. This return will continue to grow over the next few years. If you are, say, nearing retirement and just want a steady income.

This is the kind of company that I think will be in a very good position , whether you view the expansion of artificial intelligence as a small or large driving force. There are many similar utility companies.

One of the reasons I like Excel is its prime geographical location , because I believe those states in the middle of the country will have greater incentives than you think in the process of expanding artificial intelligence.