Guaranteed utility returns shift the stranded-asset risk of speculative AI grids onto captive ratepayers.
Regulated utilities face little financial risk in constructing massive infrastructure for speculative AI developments because guaranteed rates of return on capital shift future stranded-asset liabilities onto regular consumers.
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Entergy's fast-tracked gas plant expansion to serve Meta exposes captive ratepayers to massive stranded-asset risk because the utility's capital investment is guaranteed.
Regulated utilities in West Virginia are trying to shift the investment costs and stranded-asset risks of building a massive new gas plant for a single data center onto captive residential customers.