DIVISION · Power
Power
The electricity that feeds AI, and the grid that carries it.
Healthy
Power is Healthy. Big tech keeps signing long power deals, and on 14 Oct AEP said it plans a 702 MW fuel cell plant near Cheyenne, Wyoming, to supply Google. Constellation and Google also agreed on 890 MW of new nuclear output on 6 Oct.
AI needs a lot of electricity, so new power deals show the build is still moving.
Latest news
- American Electric Power: AEP Advances Innovative Energy Solution for Google with 702MW of Bloom Fuel Cells
a new 702-megawatt fuel cell generation project near Cheyenne, Wyoming, under a long-term 20-year power purchase agreement (PPA) with Google
- Constellation Energy: Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid
Google and Constellation Energy today announced a long-term strategic clean energy collaboration to bring 890 megawatts (MW) of new, reliable nuclear capacity onto the PJM Interconnection grid
Latest news
- AEP plans to invest about $4 billion in a 702 MW Bloom fuel cell plant near Cheyenne, Wyoming, to supply Google under a 20-year power purchase agreement
- FERC rejects the core of PJM's large-load plan, keeping only a 50 MW definition and a registry
- Google and Constellation sign a 20-year deal to fund 890 MW of new nuclear output at 11 existing reactors in PJM
- US Energy Department announces a $4.2B conditional loan commitment to Vistra to add about 433 MW of nuclear uprates already contracted to Meta
- ABB
- American Electric Power (AEP)
- Bloom Energy
- BWXT
- Caterpillar
- Centrus Energy
- Constellation Energy
- Cummins
- Dominion Energy
- Fluence
- GE Vernova
- NextEra Energy
- NRG Energy
- Oklo
- Prysmian
- Quanta Services
- Talen Energy
- Vistra Corp
The table
| Place | Company |
|---|---|
| 1 | GE Vernova Latest news: NRC issues the first U.S. construction permit for a BWRX-300 at TVA Clinch River. The design is from GE Vernova Hitachi |
| 2 | Caterpillar Latest news: Caterpillar is placed mainly on its size in Power |
| 3 | NextEra Energy Latest news: NextEra and Related selected for Project Star: 6.47 GW gas generation for a Texas data-center campus |
| 4 | ABB Latest news: ABB is placed mainly on its size in Power |
| 5 | Quanta Services Latest news: Quanta Services is placed mainly on its size in Power |
| 6 | Constellation Energy Latest news: Constellation signs a long-term deal with Google to fund 890 MW of new nuclear output at existing reactors in PJM, a deal Constellation and Google announced together |
| 7 | American Electric Power (AEP) Latest news: AEP plans to put about $4 billion into a Bloom fuel cell plant near Cheyenne, Wyoming, to supply Google under a long-term power purchase agreement |
| 8 | Cummins Latest news: Cummins is placed mainly on its size in Power |
| 9 | Vistra Corp Latest news: US Energy Department announces a conditional loan commitment of up to $4.2 billion to Vistra for nuclear uprates in Pennsylvania and Ohio |
| 10 | Prysmian Latest news: Prysmian agrees to acquire Atkore at an enterprise value of about $3.8 billion, saying the deal positions it to lead the electrification and AI-driven infrastructure markets |
| 11 | Dominion Energy Latest news: Dominion Energy is placed mainly on its size in Power |
| 12 | NRG Energy Latest news: NRG Energy is placed mainly on its size in Power |
| 13 | Bloom Energy Latest news: Bloom Energy reports second-quarter revenue of $1.065 billion and says all the major US hyperscalers have approved its power for AI factories |
| 14 | Talen Energy Latest news: Talen Energy is placed mainly on its size in Power |
| 15 | BWXT Latest news: BWXT is placed mainly on its size in Power |
| 16 | Fluence Latest news: Fluence is placed mainly on its size in Power |
| 17 | Centrus Energy Latest news: Centrus Energy is placed mainly on its size in Power |
| Oklo Not enough evidence to place yet. |
In the other seven divisions, each company's place comes mainly from its size, measured by stock market value or latest private valuation and by revenue, with a small capped nudge from its sourced news. Revenue is taken from the company's own filings or results. Revenue in other currencies is converted to US dollars at the Federal Reserve rate on the last day of each company's financial year.
A company with a value but no published revenue is placed on its value alone and says so. A company with published revenue but no published value is placed on its revenue alone and says so. A company with no sourced size figure is not given a place yet. Large companies with many businesses are placed on their whole size and say so.
Rankings place a company within its division by fixed factors and the sourced news. They are not a forecast or a recommendation about any security.
Rankings show where a company stands in the AI economy. They say nothing about its shares.
Private companies are placed on their latest sourced valuation, and where that valuation is about a year old or more, the line says when it was set.
Sectors in this division
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This is general information, not investment advice.