The article discusses the potential impact of the rise of artificial intelligence (AI) on the demand for electricity, particularly for utilities and data centers. As AI systems become more advanced and widespread, they require significant computational power and energy consumption. This increased demand for electricity is expected to benefit utility companies and data center operators. The article highlights that AI workloads are driving the need for more data centers, which consume vast amounts of electricity. Additionally, the growth of AI is anticipated to boost electricity demand from cloud computing providers and semiconductor companies. The key takeaways are: 1) AI systems are energy-intensive, driving higher electricity demand. 2) Utility companies and data center operators stand to benefit from this increased demand. 3) Cloud computing providers and semiconductor companies are also expected to see a surge in electricity consumption due to AI workloads. The article suggests investing in stocks of companies well-positioned to capitalize on this trend.