COMPANIES · ENERGY & GRID
NRG Energy
NRG Energy sells electricity, natural gas and smart-home services to about eight million customers in North America and owns roughly 25 GW of power plants, largely in competitive markets such as Texas.
NRG Energy sells electricity, natural gas and smart-home services to about eight million customers in North America and owns roughly 25 GW of power plants, largely in competitive markets such as Texas.
NRG is building new gas-fired generation with GE Vernova explicitly for AI and data-center demand, signed its first long-term data center power agreements in Texas in 2025, and in August 2026 said it was near a 1.2 GW deal with an unnamed hyperscaler.
Retail homes and businesses pay for electricity, gas and home services, and wholesale buyers and grid operators pay for power and capacity from its plants.
United States (Houston, Texas)
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 (2)
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 (2)
Source: 2025-02-26 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of a venture; does not establish turbine order values, project timing, that plants will be built, or which data centers would buy the power.
NRG Energy, GE Vernova and Kiewit accelerating new generation capacity to support demand growth ↗Source: 2024-11-08 · reviewed 2026-09-26
Evidence: Secondary reporting of an on-record executive statement · Announced; target 2035
Limits: The VPP serves households, not data centers; does not establish how much capacity has been enrolled or payments to Google Cloud.
NRG, Renew, and Google partner on 1GW VPP in Texas ↗NRG Energy, Inc. Reports Full Year 2025 Financial Results ↗
Reviewed
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 v3.24, released .