In short: Talkington's evidence that the utilities are actively defusing the data-center backlash: "CenterPoint here in Texas just announced a $5 billion initiative to pay back to residents, in large part from the data center build out." Cited as a reason the political attack on data centers may not stick.
CenterPoint is the Texas utility, and Talkington cites it as evidence that the political attack on data centres may be defused rather than escalate. It has announced a $5 billion programme to hand money back to residents — funded in large part by the revenue the data-centre build-out brings the grid.
The logic matters more than the stock here: if voters start receiving cheques rather than higher bills, "data centres are raising your electricity price" stops being an effective campaign line, and the political risk hanging over the AI-power trade fades.
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