electricity generation

2 articles
The Motley FoolThe Motley Fool··Courtney Carlsen

GE Vernova: The Pick-and-Shovel Play for AI-Driven Energy Boom

GE Vernova raised 2026 outlook with $150B backlog and plans 20 GW gas turbine capacity by mid-2026, positioning itself as a prime energy transition beneficiary.
GEVHTHIYsmall modular reactorsdata centers
BenzingaBenzinga··Akanksha Bakshi

Trump Approves NextEra's $550B Natural Gas Expansion Backed by Japan Investment

NextEra Energy secures Trump approval to build 10GW of natural gas capacity in Texas and Pennsylvania, backed by Japan's $550B investment, capitalizing on AI-driven electricity demand surge.
NEENEEpNNEEpSNEEpTNEEpU+2energy infrastructuredata center demand