Key Takeaways Renewables are projected to overtake coal by 2026, reaching 36% of global electricity generation.Per EIA, U.S. renewable power share is expected to rise from 22% in 2024 to 25% by 2026, led by solar growth.Massive investments in solar, wind and battery storage are driving capacity additions through 2030.In 2025, U.S. renewables accounted for the majority of capacity growth, driven mainly by strong additions in solar and wind capacity and unprecedented levels of public and private investment. A ...

Google's new deal could serve as a blueprint for the energy industry.Alphabet's (GOOG 0.51%)(GOOGL 0.49%) Google recently announced a landmark strategic energy and technology partnership with leading utility NextEra Energy (NEE 0.40%). The new deal will accelerate AI growth and transform the energy industry.Here's a look at what Google's new deal means for energy investors. The power struggleData centers consume a significant amount of power, particularly those designed to support AI. With more AI data cent ...

进入2025年冬季，人工智能技术浪潮正以超乎想象的速度席卷全球，重塑各行各业的未来。然而，在这 场数字革命的背后，一个基础却严峻的挑战日益凸显：惊人的电力消耗。AI大模型训练与推理所需的 海量算力，正像一个"巨兽"般吞噬着电力，给现有电网带来了前所未有的压力。 面对这一挑战，科技巨头纷纷将目光投向能源领域，寻求更稳定、更庞大的电力来源。近日，一场科技 与能源领域的"世纪联姻"吸引了全球目光。科技巨头谷歌与全球市值最高的电力公司新纪元能源 （NextEra Energy）正式宣布达成深度战略合作，计划共同开发与大型电厂直接配套的"吉瓦级"AI数据 中心园区，一场围绕AI算力展开的能源变革大幕就此拉开。 01 AI的"电焦虑"：科技巨头为何"倒追"能源公司 AI的指数级发展，正引发全球范围内的"电焦虑"。据国际能源署（IEA）预测，到2030年，全球数据中 心的电力消耗预计将比2024年增加一倍以上，达到惊人的945太瓦时，这一体量与日本全国一年的用电 量相当。而AI数据中心是其中最主要的增长驱动力。 一次普通的大模型训练，耗电量就可高达数百万千瓦时。这种巨大的能源需求，已远非传统电网所能轻 易满足。科技公司不仅 ...

NextEra Energy, Inc. (NYSE:NEE) is one of the most profitable NYSE stocks to buy right now. JPMorgan reaffirmed an Overweight rating on NextEra Energy, Inc. (NYSE:NEE) on December 11 and raised the price target on the stock to $97 from $94. The rating update came as part of the updated models in the North American utilities group. NextEra Energy (NEE) Draws Analyst Attention After Sector Performance Review In a separate development, NextEra Energy, Inc. (NYSE:NEE) reported on December 8 that its subsidia ...

中国电网建设 - 中国在“电子之战”中赢得优势 通过建设了迄今为止全球最大的电网 [1] 作者投资组合建议 - 建议投资者构建一个多元化的投资组合 其核心基础是高质量低成本的标普500指数基金 [1] - 对于能够承受短期风险的投资者 建议超配科技板块 认为其仍处于长期牛市早期阶段 [1] - 为获取股息收入 建议考虑配置提供强劲股息收入和股息增长的大型油气公司 [1] - 文章推荐采用自上而下的资本配置方法 该方法需与投资者的个人情况（如年龄、工作状态、风险承受能力等）相匹配 可能配置的类别包括标普500指数、科技股、股息收入、行业ETF、成长股、投机性成长股、黄金和现金 [1]

Key Takeaways NEE's shares trade at a 20.56X forward P/E, above the utility industry average of 14.75X. NEE plans $74B in upgrades and clean-energy projects to expand capacity through 2034.NEE's 2025-2026 EPS estimates show 7% Y/Y growth, supported by rising demand and capital efficiency.NextEra Energy’s (NEE) shares are trading at a forward 12-month price/earnings (P/E) ratio of 20.56X, a premium compared with the Zacks Utility - Electric Power industry’s average of 14.75X. NEE’s current valuation is highe ...

Tracing its roots back to about a century ago, NextEra Energy has existed in its current state since 2010. A diversified energy company, its businesses include a regulated utility, which involves generation, transmission, distribution, and sale of electricity—mainly serving Florida; energy infrastructure and development, which builds and manages generation, storage, transmission, and distribution; and finally serving wholesale power supply & energy services to businesses, utilities, and wholesale customers ...

公司战略规划 - NextEra能源公司计划到2035年新建15吉瓦发电能力以支持数据中心枢纽建设 [1] - 公司首席执行官认为15吉瓦的目标属于“相当保守”的预估，并指出到2035年存在新建30吉瓦发电能力的潜在增长空间 [2] - 公司正在推进总规模20吉瓦的天然气发电项目储备 [2] 业务合作与项目 - NextEra与谷歌母公司Alphabet达成合作，将在美国开发三处吉瓦级数据中心园区，并计划后续扩展至更多地区 [2] - NextEra已于10月与谷歌达成协议，将通过电力采购协议重启爱荷华州的杜安阿诺德核电站 [2] - 数据中心项目将助力公司实现2032年前新建4-8吉瓦天然气发电能力的目标，到2035年规模还将显著扩大 [2] 行业背景与需求 - 根据美国能源信息署的数据，1吉瓦发电量约可满足80余万户家庭的平均用电需求 [2] - 针对人工智能数据中心激增的电力需求引发的成本担忧，公司提出解决方案是科技巨头在建设数据中心时需配套自建发电设施 [2]

NextEra Energy should grow briskly for years to come.We're entering a new golden age in the energy sector. Power demand, which has barely budged over the past 20 years, will increase exponentially over the next two decades. After rising 10% since 2005, U.S. power demand could surge 58% over the next 20 years, a six-fold increase in the growth rate. While AI data centers are the primary catalyst powering the demand surge, they aren't the only driver. Few companies are in a better position to capitalize on th ...

Americans will be using 60% more electricity by 2045 than they do today, according to the electricity provider. ...