U.S. electricity demand to rise 2.4% annually, driven by AI, electrification, needing $50B investments; Quanta Services, Emcor Group, American Superconductor Corp. expected to benefit. La demanda de electricidad de EE.UU. aumentará un 2,4% anual, impulsada por IA, electrificación, necesitando inversiones de $50B; Quanta Services, Emcor Group, American Superconductor Corp. espera beneficiarse.