For generations, utility stocks were the quiet stewards of capital — chosen for their steadiness, not their ambition. Now, the insatiable electricity appetite of artificial intelligence is rewriting that compact, pulling power producers like Constellation Energy and Vistra into the center of a structural transformation that may define the infrastructure decade. The grid cannot be built as fast as the data centers that hunger for it, and in that gap, the old tortoise has discovered it may be running a very different race.