https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-ai-power-demand-utility-stocks.en https://www.youngju.dev/blog/finance/2026-06-18-ai-power-demand-utility-stocks.en The power demand surge triggered by AI data centers is elevating utilities, power equipment, and transmission into a fresh investment theme. This piece lays out both the bull and bear cases, regulatory and interest rate sensitivities, and the risks and checkpoints investors should weigh. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeaipower-demandutilitiesdata-centerelectricityinvestment https://www.youngju.dev/blog/finance/2026-06-18-ai-power-demand-utility-stocks.ja https://www.youngju.dev/blog/finance/2026-06-18-ai-power-demand-utility-stocks.ja AIデータセンターが引き起こした電力需要の急増が、ユーティリティ、電力機器、送電セクターを新たな投資テーマへと押し上げています。強気と弱気の両方の視点、規制と金利への感応度、そして投資家が点検すべきリスクとチェックポイントをバランスよく整理しました。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeaipower-demandutilitiesdata-centerelectricityinvestment https://www.youngju.dev/blog/finance/2026-06-18-ai-power-demand-utility-stocks https://www.youngju.dev/blog/finance/2026-06-18-ai-power-demand-utility-stocks AI 데이터센터가 촉발한 전력 수요 폭증이 유틸리티와 전력장비, 송전 섹터를 새로운 투자 테마로 끌어올리고 있습니다. 강세와 약세 양쪽 시각, 규제와 금리 민감도, 그리고 투자자가 점검해야 할 리스크와 체크포인트를 균형 있게 정리했습니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeaipower-demandutilitiesdata-centerelectricityinvestment