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 ...

An article in Thursday's Wall Street Journal explains how China has been winning the “battle of electrons” with the United States by building—by far—the world's biggest power grid (see graphic below). Yes, China has been building out new coal power plants, but itMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risk ...

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 ...

美国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，该公司首席执行官约翰·凯彻姆在投资者会议上宣布了这一规划。作为 通过NextEra能源资源公司运营的全美最大可再生能源开发商，NextEra同时拥有佛罗里达电力照明公司，并运营着核能与天然气发电机组。 这家能源巨头还宣布与谷歌母公司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。不过NextEra股价周一收盘下 跌约3%。 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。凯彻姆表示，15吉瓦的数据中心供电目标属于"相当保守"的预估。"坦 率地说，根据当前发展态势，如果最终建设规模未能超越这个目标，我们反而会感到失望，"凯彻姆在投资者会议上表示。他认为到2035年存在新建30吉 瓦发电能力的潜在增长空间。 这位首席执行官指出，数据中心枢纽将采用多元化能源结构。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。凯彻姆强调，这些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 ...

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. ...

埃克森美孚拒绝对此次合作发表评论，但表示其"项目正在取得进展，我们感谢为项目增添战略价值的 合作伙伴"。 一位知情人士透露，该项目目前仅处于谅解备忘录的早期阶段。 智通财经APP获悉，新纪元能源公司(NEE.US)首席执行官约翰·凯彻姆周一告知投资者，该公司正与美 国最大石油公司埃克森美孚(XOM.US)合作，为一个潜在科技客户建设一个由天然气驱动的大型数据中 心基地。根据新纪元能源向投资者展示的材料，这座1.2吉瓦的发电厂将结合天然气发电与埃克森美孚 的碳捕获技术以减少碳排放。 双方计划在2026年第一季度将该基地推向超大规模企业市场。超大规模企业是指那些正在建设数据中心 以训练和运行人工智能应用的大型科技公司。目前公司尚未与任何超大规模企业签署协议。 新纪元能源和埃克森美孚已为该项目确保了2500英亩土地。据新纪元能源称，基地将位于美国东南部， 紧邻埃克森美孚的二氧化碳管道基础设施。 新纪元能源股价周一收盘下跌约3%。截至发稿，夜盘微涨0.30%，埃克森美孚夜盘微涨0.17%。 首席执行官凯彻姆表示，新纪元能源计划到2035年为数据中心枢纽建设15吉瓦的发电能力。这包括新纪 元能源正与谷歌合作开发的至少三 ...