Public Service Enterprise Group: How PSEG Is Becoming An AI Infrastructure Play

Public Service Enterprise Group is leveraging its nuclear assets to meet surging AI-driven data center power demand, positioning itself as an AI infrastructure play. PEG delivered robust 2025 results: $4.05 non-GAAP EPS, 18% revenue growth, and a 6% dividend increase, signaling strong execution and cash flow confidence. Guidance for 2026 targets $4.28–$4.40 EPS, 7% growth, and continued outperformance, underpinned by new rate approvals and a $25B CapEx plan.