The utility landscape in 2026 is defined by a massive shift in the demand curve, driven by , industrialization , and the AI data center frenzy .
Major tech companies are increasingly funding infrastructure projects to support their load growth, such as Entergy's $27 billion data center deal with Meta. utility stocks to buy
In Q1 2026, the S&P 500 Utilities Index outperformed the broader market significantly, gaining 8.3% while the S&P 500 declined. The utility landscape in 2026 is defined by