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Meeting Notice — Economic Infrastructure Subcommittee, House of Representatives (December 9, 2025)

Summary

A meeting notice for the Economic Infrastructure Subcommittee of the House of Representatives, scheduled for Tuesday, December 9, 2025, from 8:30 AM to 11:30 AM, with a discussion on the impact of data centers on electric utilities and presentations on the use of artificial intelligence by infrastructure providers. Slides from Florida Power & Light, presented by Tiffany Cohen, VP Rate and Regulatory Strategy, state that the FPSC recently approved two new tariffs for large load customers and that 44,000 truck rolls were avoided in 2024 by using artificial intelligence. Slides from Duke Energy, presented by Rick Glover, Director of Digital Grid Services, cover AI capabilities and state 50+ internally developed AI products.

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“Meeting Notice — Economic Infrastructure Subcommittee, House of Representatives (December 9, 2025).” Archived at Pandemic Darlings, https://pandemicdarlings.com/source-documents/2025-12-09-3286-economic-infrastructure-subcommittee-meeting-packets-m-9f430b10db/, SHA-256 8591397bc3a1fd0b245fd6d352f4c13118c772125ed2cb492dbb3e40a161eec0.

Full text

 Economic Infrastructure Subcommittee
               Tuesday, December 9, 2025
                  8:30 AM - 11:30 AM
                  Reed Hall (102 HOB)




Daniel Perez                               Chip LaMarca
Speaker                                           Chair
                                          Committee Meeting Notice
                                                HOUSE OF REPRESENTATIVES




                                       Economic Infrastructure Subcommittee

Start Date and Time:                 Tuesday, December 09, 2025 08:30 AM

End Date and Time:                   Tuesday, December 09, 2025 11:30 AM

Location:                            Reed Hall (102 HOB)
Duration:                            3.00 hrs




Discussion on the Impact of Data Centers on Electric Utilities

Presentations on the Use of Artificial Intelligence by Infrastructure Providers




                                NOTICE FINALIZED on 12/02/2025 3:19PM by Marks.Amie


 12/02/2025      03:19:29PM                                      Leagis ®             Page 1 of 1
Florida Power & Light
Data Centers and AI




Tiffany Cohen, VP Rate and Regulatory
Strategy
December 9, 2025
Florida is a powerhouse for responsible growth and opportunity



State of Florida                                  Florida Power & Light Company

    Sales tax exemption for data
                                                       Approved large load tariff
       centers over 100 MW


                                                       Owns and operates robust
        No state income tax
                                                         transmission system


 AI programs at top universities are                Speed-to-market with connection
     fueling workforce pipelines                        to 500kV hardened lines


                                                     Record storm performance with
      Wall Street of the South
                                                             automated grid


                                                                       Florida Power & Light Company   I2
The FPSC recently approved two new tariffs to serve large load customers
during this rate period while protecting the general body of customers


                                                                                                        Site A
     FPL large load tariffs applicable to new
   customers with >50 MW and 85% load factor
                                                                                                             Site B


           Tariff 1                    Tariff 2                                                              Site C


  Up to 3 GW of new load        Unlimited load outside
                                                                                              Tariff 1
  at three specific sites       of designated sites will
  • Close proximity to FPL      pay cost to serve under
      transmission facilities   formulaic rate structure             Tariff 2




  The FPSC-approve large load tariffs represent the most forward-looking and customer-protective regulations in
                                                     the U.S.

                                                                                                  Florida Power & Light Company   I3
These large load tariffs lead the nation in customer protections



                                                                                                 Incremental Generation
                    Load Requirement                                                                                                                                                            Minimum Bill
                                                                                                      Charge (IGC)

                                                                                        $11.67/kW for customers located                                                        100% of the IGC plus 70% of
                    In excess of 50 MW                                                       in certain zones1; will be                                                        demand charges (e.g. slice of
                    and 85% load factor                                                  calculated for all other locations                                                      system charge) based on
                                                                                                in the service area2                                                            customer’s contracted load

                        Minimum Term                                                                              Exit Fees                                                                        Collateral3

                                                                                                                                                                          Parent guarantee/Letter of Credit/
               20-year contract with a                                                      100% accelerated payment of                                                     Surety Bond for 5 years of IGC
              2-year termination notice                                                        remaining 20-year IGC                                                       if BBB or better. 10 years of IGC
                                                                                                                                                                                 if not BBB or better.

1. LLCS-1 has stated IGC rate and is limited to certain zones - Sunbreak (St. Lucie County), Tesoro (Martin County), and Sugar (Palm Beach County). Must be near FPL’s 500 kV transmission facilities
2. All incremental generation charges will be determined via formula specified in LLCS-2 tariff
3. Subject to annual liquidity checks                                                                                                                                                                     Florida Power & Light Company   I4
Artificial intelligence is already
helping us deliver some of the
nation’s most reliable electric
service
       44,000 truck rolls avoided in 2024 by
       using artificial intelligence



       More than 2.7 MM outages avoided in
       2024 by using smart grid technology


       FPL can predict and prevent many
       power outages and restore service
       faster when outages occur


       Safer, faster and more cost-effective
       inspections by using AI-enabled drone
       inspections

                                               Florida Power & Light Company   5
Duke Energy
AI @ Duke Energy
Rick Glover
Director of Digital Grid Services

12/9/2025


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                       Artificial Intelligence - 1950s        madlab'
                                                              Machine Learning • Al • Deep Learning


                       The science of making intelligent
                       machines


                        Machine Learning (ML) - 1980s
                       Ability to learn without being
                       explicitly programmed


                        Deep Learning - 201 Os
                       Subset of ML which makes the
                       computation of multi-layer neural
                       network feasible

                       Generative Al
                       Learning algorithms which enable
                       the creation of original content by
                       using existing content such as
                       text, audio and video files, images,
                       and code
                                                                                      2
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       Our AI Journey                                                                                                                                                 DUKE
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       Duke’s journey reflects a commitment to innovation, safety, and reliability                                                                        madlab'
                                                                                                                                                          Machine Learning • Al • Deep Learning




 Partnership Between AI                          Safeguarding our                   Building our    Accelerating Value-add
     & our Business                             Technology & Data              Governance Framework       innovation
2017
                          •
   • Align technical teams and
                                                            •
                                               • Duke Energy recognized
                                                                                              •
                                                                                  • Formal governance
                                                                                                                            •
                                                                                                                • Applying AI to targeted,
                                                                                                                                                                                             ►




     business partners early -                   the need for strong data           structures—such as            high-impact use cases
     Driving innovation                          governance and security            centralized platforms and     accelerates adoption and
     focused on business                         frameworks before scaling          clear policies—are            demonstrates tangible
     needs and clear customer                    AI ensuring compliance             essential for managing        benefits.
     value.                                      and protection of sensitive        risk and enabling
                                                 information.                       responsible innovation.


                          •
  • Moved from AI ideas to AI
    solutions.
                                                            •
                                               • Ensured a unified AI and
                                                 Data strategy.
                                                                                              •
                                                                                  • Established enterprise AI
                                                                                    and Governance platform.
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                                                                                                                • 50+ Internally developed
                                                                                                                  AI Products.
                                                                                                                                                                                             ►




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                                                                                          AI Central                        mmm
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                                                             Edison Electric
                                                             IN S TITUTE

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   AI Capabilities
                                                                                                                            DUKE -
                                                                                                            ,               ENERGY~
                                                                                                                                7+,
                                                                                                                madlab'r
                                                                                                                Machine Learning • Al • Deep Learning




     Computer Vision                           Anomaly Detection                         Optimization
Derives meaningful information from       Identification of unexpected events,      Determining the most effective use of a
digital images, videos and other visual   observations, or items that differ from   situation or resource subject to
inputs (e.g. MOVES, Fleet                 the norm (e.g. EV Detection,              constraints (e.g., Route Optimization)
Electrification Planning)                 Transformer Health)
Deterministic                             Deterministic                             Deterministic

                                               Natural Language
      Forecasting                              Processing                                Generative AI
Making predictions based on past and      Derives meaningful information from       Creating new content such as images,
present data (e.g. Load Forecasting)      text (e.g. Interconnection Requests)      text, video, that mimics human-
                                                                                    created content (ex. ChatGPT, Large
                                                                                    Load Siting)
Deterministic                             Deterministic                             Probabilistic
                                            INTERNAL

                                                                                                          DUKE -
Storm Preparedness                                                                                        ENERGY~

 AI CAPABILITIES LEVERAGED:   Forecasting         Optimization




                                                 Hurricanes         Severe Thunderstorms             Ice Storms

                                        Pre-Landfall Modeling
                                        The prediction model forecasts and estimates the number and location of
                                        storm Outages, crew types needed, and duration of restoration efforts.

                                        StormCast (Post Storm) Modeling
                                        Generates a model that produces accurate restoration times and resource
2M+ customer service points             allocation forecasts by analyzing weather and outage data, crew availability,
  36k–38k miles of wire                 and damage assessments.
     290 substations
      1,394 circuits                    GOAL
  385,000 transformers                  Optimize restoration by getting the right crews to the right places

                                                                                                                  5
                                                                                                                                                                                                                        INTERNAL




      Advanced Distribution Planning
                                                                                                                                                                                                                                                                                                   DUKE                         I


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      PREDICTIVE ISSUES IDENTIFIED                                                                                                                                                                                        SOLUTIONS RECOMMENDED


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Working Together
                                                                DUKE                        I


                                                                ENERGY®
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                              Industry Partners




     DUKE                     Technology Partners
     ENERGY®

                              University Partners



                                                                          7
THANK YOU
   DUKE
   ENERGY®


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