Kalkine Media reports that power utilities are quietly expanding grid infrastructure to capture revenue from surging data center electricity demand, with several regional utilities accelerating transmission and generation investment plans. The piece identifies data center load growth as a primary driver of utility capital expenditure cycles through the end of the decade. Analysts cited in the report note that utilities with existing capacity in data center corridor markets are best positioned for rate base expansion. Decisions on cost allocation between large industrial customers and residential ratepayers remain a contested regulatory question in multiple states.