Why NextEra Energy (NEE) Is Betting on Gas, Nuclear, and Data Center Demand

8 hours ago 1

Habib Ur Rehman

Tue, May 5, 2026 astatine 12:30 PM CDT 2 min read

NextEra Energy, Inc. (NYSE:NEE) is 1 of the utility stocks riding the 2026 “Reliability Shock.”

The latest applicable improvement came connected April 23, 2026, erstwhile Reuters reported that NextEra Energy, Inc. (NYSE:NEE) expects to finalize agreements wrong astir 3 months for 2 Japan-backed earthy gas-fired powerfulness projects successful the U.S. that would service information centers. These projects, planned successful Pennsylvania and Texas, are expected to full astir 10 gigawatts, giving NextEra a clearer firm-power space arsenic AI-driven data-center campuses question ample and reliable energy supplies. Reuters noted that customers for the projects person not yet been announced, but the standard inactive points to however rapidly data-center request is reshaping powerfulness development.

The company’s regulated utility, Florida Power & Light, is besides seeing the unit directly. Reuters said FPL’s pipeline of data-center requests has grown to 21 GW, with NextEra successful precocious discussions connected much than fractional of that request and expecting those precocious projects to travel online by 2028. NextEra is besides moving to restart the Duane Arnold atomic works successful Iowa to service Google information centers, portion NextEra Energy Resources added 4 GW of renewable and retention projects to its backlog, bringing the full to astir 33 GW. The institution earned $1.09 per stock connected an adjusted ground successful the archetypal quarter, supra analysts’ estimation of $0.96.

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Soonthorn Wongsaita/Shutterstock.com

NextEra Energy, Inc. (NYSE:NEE) is simply a Juno Beach, Florida-based electrical powerfulness and vigor infrastructure institution with regulated utility, renewables, storage, gas, and atomic assets.

While we admit the imaginable of NEE arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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