PPL Corporation (PPL) Q4-25 earnings: The 25GW AI power boom & the zeroed-out JV

PPL Corporation's Q4 2025 results mask a massive 25-gigawatt AI data center pipeline and a brilliantly conservative $23 billion capital plan that completely sandbags its joint venture upside.In ~10 minutes:- Why a $170M operational cost-saving win was funded by "Agentic AI."- The regulatory backfire in Kentucky that accelerates the timeline for rate hikes.- Big Tech's impatience driving a "Bring Your Own Generation" regional grid model.- Why exactly zero Blackstone JV profits are modeled into the $23B plan.Despite supply costs in Pennsylvania spiking 200% over the last five years, PPL is effectively shielding its downside. By requiring massive upfront financial commitments from hyperscalers and ignoring speculative joint venture profits, it's a textbook display of traditional utility management safely exploiting a hyper-aggressive tech cycle.Company: PPL Corporation (PPL) | Q4 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.