In short: Named with PPL as a utility that "builds transmission wires in the state" and is therefore exposed both ways: the data-center slowdown "could reduce how many wires they build to service data centers, but it could also help them by forcing tech companies to pay for more of the buildout." Explicitly two-sided, and — unlike PPL — with no generation-development vehicle named to capture the "bring your own power" mandate.
Exelon is the other big wires company named — it also builds transmission in Pennsylvania and earns a regulated return on that investment. The article puts it in exactly the same two-sided position as PPL on the transmission side: fewer data centers plugging in means fewer wires to build, but forcing tech companies to fund more of the build-out lowers Exelon's own cash outlay and defuses the "why is my power bill going up for a server farm" argument.
The difference — and why it lands as neutral rather than positive — is that no offsetting business is named for Exelon. PPL has a venture that builds the new power plants the rule now requires; Exelon is described only as a wire builder. It keeps the ambiguity without the upside.
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