Jim Murchie, co-founder and portfolio manager at Energy Income Partners, returns to the podcast to discuss whether the nation's power grid can keep pace with surging demand from AI data centers. Jim breaks down why he expects the "bring your own power" trend to continue, and why he thinks the AI buildout will ultimately leave the grid more robust over the long term. He also covers how this infrastructure buildout is being financed, and unpacks the often misunderstood relationship between interest rates utility stocks.