Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)
Georgia regulators approved a $16.3 billion electricity generation expansion, with 80% of new capacity aimed at data centers. Federal officials pressed PJM to clarify rules for AI-driven large loads near power plants. Data center asset dealmaking set a record in 2025, while investors grew cautious over valuations and debt funding.
