Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge
Source: SeekingAlpha
2026-01-18 22:27:29 ET
Introduction
Last time I covered Sempra ( SRE ), I highlighted the benefits of their $10 billion LNG infrastructure deal, as well as the strong focus on utility growth and solid guidance through 2029, while also standing to benefit significantly from long-term trends such as AI and its significant energy requirements....
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Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge
Pacific Gas & Electric Co.
NASDAQ: PCG
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