Which US utilities and IPPs carry the most exposure to the AI and data-center power build-out, how that exposure is changing, and whether the market has paid for it yet. Every number here is ticker-mapped and point-in-time, derived from public disclosures and primary-source datasets (ISO interconnection queues, Lawrence Berkeley Lab, EIA, FERC and company filings). One screen, three lenses. This is analysis, not a recommendation, no Buy/Sell/Hold.
