Homeowners Face Eminent Domain Bulldozers As Data Centers Demand Ever More Power
Energy
Southern Company's Georgia Power unit is using eminent domain to seize dozens of homes and hundreds of easements to build a 35-mile 500kV transmission line feeding at least four major AI data centers in Georgia. This creates headline/regulatory risk for SO while simultaneously confirming the secular infrastructure buildout benefiting data center operators and power equipment suppliers.
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Angle
↔ PAIR-4% target+3% stop4-8 weeks
Fade the eminent-domain headline on SO — consensus is already Hold-heavy, insider sold last 30d, and forced-infrastructure backlash adds rate-case risk; pair long data-center power-demand plays like EQIX instead.