J P M O R G A N Asia Pacific Equity Research 01 April 2026 Power Equipment Call takeaways: AIDC and electrical equipment developments in the US We hosted JPM's senior US Electrical Equipment/MI analyst, Steve Tusa, as part of our new 'The Power Plays' call series, where global analysts will share their perspectives on industry dynamics. The focus of this call was AIDC/electrical equipment developments in the U.S. Here are our key takeaways: (1) Steve is bullish on the AIDC capacity outlook, as his in-house ...