How are AI and data center growth reshaping the outlook for electric utilities?

Roger Weiss, Vice President at Lytham Partners, is joined by Neil Kalton, Co-Founder & Principal at AK Capital Consulting, for a discussion on the rapidly rising demand for power and what it means for utilities, regulators and investors.

The conversation covers how utilities and state regulators are responding to growing electricity needs, the role of regulation in data center development, the generation technologies positioned to help meet rising demand, and the key risks and opportunities investors should be watching across the sector.

This discussion was presented as part of the Lytham Partners Fall 2026 Investor Conference.