Yahoo TV

STORY: "Utilities themselves don't build plants, don't put wires into grids, they hire people to do it. And that's the industry, which I'll call the suppliers to utilities, I think is still quite fairly valued. Not particularly risky, rather good yields, and has a great deal of potential for up upside participation and it probably encompasses both what I call growth infrastructure as long as being as as well as being a supplier to the AI industry broadly," he added.