COMPANIES · ENERGY & GRID
NextEra Energy
Generates and distributes electricity, including one of the largest renewable-energy portfolios in the United States.
Generates and distributes electricity, including one of the largest renewable-energy portfolios in the United States.
AI data centers' single biggest operating constraint is electricity, and NextEra is one of the largest suppliers of new generation capacity being contracted for that demand.
Sells electricity and operates regulated and competitive power-generation businesses.
United States
Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (4)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (4)
Source: 2025-12-10 · reviewed 2026-09-20
Evidence: Primary-source statement · Agreements signed; projects coming online 2026-2028
Limits: Covers contracted future capacity, not currently delivered power; builds on separate, smaller prior NextEra-Meta contracts not detailed here.
NextEra signs 2.5GW of renewable energy agreements with Meta for projects across US ↗Source: 2025-12-08 · reviewed 2026-09-17
Evidence: Primary-source statement · Announced partnership
Limits: Development-stage partnership for future campuses; not evidence of power currently being delivered or a specific contract value.
NextEra Energy and Google Cloud announce landmark strategic energy and technology partnership ↗Source: 2025-12-08 · reviewed 2026-09-22
Evidence: Primary-source statement · Announced / planned
Limits: Does not establish contracted MW volumes, pricing, delivered capacity, or completion dates for the campuses; distinct from the companies' separate AI grid-software collaboration.
NextEra Energy and Google Cloud Announce Landmark Strategic Energy and Technology Partnership to Accelerate AI Growth and Transform the Energy Industry ↗Source: 2025-01-27 · reviewed 2026-09-20
Evidence: Secondary reporting of an on-record executive statement · Partnership announced on earnings call; new capacity not expected online before 2030
Limits: Describes a development-stage collaboration framework, not any specific built or contracted plant; no named data-center offtaker is confirmed and timelines extend to 2030 or later.
NextEra partners with GE Vernova to build 'gigawatts' of gas generation ↗Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .