The ongoing obsession with artificial intelligence (AI) in the tech world is driving a significant increase in power consumption, leading to record highs projected for 2024 and 2025, according to the Energy Information Administration (EIA). This surge in demand is supercharging returns in the utilities sector and impacting the S&P 500 index. Investors have shown renewed interest in utilities, pushing the $XLU fund to 20% above its 200-day moving average. Experts like Tuttle Capital view dips in major tech stocks such as Nvidia ($NVDA) and Apple ($AAPL) as buying opportunities, indicating a broadening AI rally. Power generation companies like Vistra ($VST) and Constellation Energy ($CEG) are also highlighted as key players in this trend. Tickers of interest include $NG_F, $DUK, $NEE, and $SO.