标普500金融公司在财报电话会上提及AI的比例已达91%，高于2025年Q2的70%；而公用事业公司提及"AI"的比例一年内从47%降至28%。BCG发现29家最大上市公用事业公司电话会上关于电价可负担性的提及在2019至2026年间增长数倍，众议院9月以417-3通过《Ratepayer Protection Act》，约70%美国人担心数据中心推高电费。
Financial companies in the S&P 500 now mention AI on 91% of their earnings calls, up from 70% in Q2-2025.
But, Utility earnings calls citing "AI" fell from 47% to 28% in a year
Apollo Research
The wording for Utility shifted probably because the demand moved from forecast to contract.
Politics gives utilities a second reason to avoid the word.
BCG found mentions of electricity-cost affordability on the calls of the 29 largest listed utilities climbing several-fold between 2019 and 2026, the House passed the Ratepayer Protection Act 417-3 in September, and about 70% of Americans worry data centers will raise their electricity bills.
来源：Rohan Paul · x.com