US power demand to beat record highs in 2026 and 2027 as AI use surges, EIA says

US electricity ‌consumption will rise to record highs in 2026 and 2027 due to power-hungry AI data centers and electrification, the US Energy Information Administration said in its Short-Term Energy Outlook (STEO) on Tuesday.

Reuters • Nov 10, 2026

NiSource: Big Tech Wants More Power, And This Utility Is Ready

NiSource Inc. retains a Buy rating, leveraging major data center contracts to drive long-term earnings growth and strategic infrastructure investment. NI has secured regulatory-approved agreements with hyperscalers like Amazon and Microsoft, supporting a $40 billion investment plan and boosting long-term EPS growth guidance to 10–11% through 2033. Despite trading at a premium valuation (21.6x earnings), NI's superior growth prospects and lower forward PEG ratio justify some premium versus the utility sector.

Seeking Alpha • Oct 29, 2026

What NiSource (NI) Said on Its Q3 Earnings Call

NiSource NYSE: NI reported third-quarter 2026 consolidated adjusted earnings per share of $0.27, up from $0.19 a year earlier, and said it was narrowing its full-year outlook to the upper half of its prior $2.02-to-$2.07 adjusted EPS range.

MarketBeat • Oct 29, 2026

NiSource Inc. (NI) Q3 2026 Earnings Call Transcript

NiSource Inc. (NI) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 28, 2026

NiSource Announces Third Quarter Results

MERRILLVILLE, Ind.--(BUSINESS WIRE)--NiSource Inc. (NYSE: NI) today announced, on a GAAP basis, net income available to common shareholders for the quarter ended September 30, 2026 of $129.5 million, or $0.27 of earnings per diluted share, compared to net income available to common shareholders of $94.7 million, or $0.20 of earnings per diluted share, for the same period of 2025. For the nine months ended September 30, 2026, on a GAAP basis, NiSource's net income available to common shareholder.

Business Wire • Oct 28, 2026

NiSource (NI) Beats Q3 Earnings Estimates

NiSource (NI) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.19 per share a year ago.

Zacks Investment Research • Oct 28, 2026

NiSource Q3 Earnings Beat Estimates on Columbia Gains, Revenues Miss

NI's Q3 earnings beat estimates on strong Columbia gains, despite a revenue miss, as it expands data center deals and raises the long-term investment plan.

Zacks Investment Research • Oct 28, 2026

NIPSCO to Deliver $57.5 Million in Savings to Electric Customers From Data Center Development

MERRILLVILLE, Ind.--(BUSINESS WIRE)--NiSource Inc. (NYSE: NI) today announced that it will deliver $57.5 million in savings to its existing electric customers generated through data center development. Subject to regulatory approval, the average residential electric customer is expected to receive a monthly bill credit of approximately $5 for 18 months, beginning approximately 30 days after approval. The credit is an expansion of the value being driven through our NiSource GenCo model and is an.

Business Wire • Oct 28, 2026

NiSource Gears Up to Report Q3 Earnings: What's in the Cards?

NI's Q3 earnings may have benefited from rising load growth, data center demand, new utility rates and infrastructure investments, backed by cost discipline.

Zacks Investment Research • Oct 26, 2026

NiSource (NI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

NiSource (NI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 21, 2026