Brian Savoy

Duke Energy beat earnings on both top and bottom line in Q1, reaffirmed full-year guidance, and is executing a 'speed to power' strategy that has secured 7.6 GW of firm 15-year contracts from AI data center customers. The strategy uses interruptibility provisions (50 hours per year) to connect customers 1.5 to 2 years faster than building generation one-for-one, allowing Duke to grow with the customer and manage grid strain. Over 5 GW of data centers are already under construction. This positions Duke to capture the rising AI power demand while maintaining financial discipline and community support.