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TCW’s Eli Horton argues that AI-driven demand is only one of three forces boosting US power needs, highlighting grid...
Outcomes

TCW sees power infrastructure as a longer-run AI play

TCW’s Eli Horton argues that AI-driven demand is only one of three forces boosting US power needs, highlighting grid bottlenecks, rising electricity demand and the TCW Transform Systems ETF as a way to capture the trend.

KED Global (Korea Economic Daily)25 August 2026