格隆汇12月9日｜新纪元能源(NextEra Energy)上调了今明两年的调整后利润预期，原因是该公司受益于 数据中心推动的电力需求激增。新纪元能源目前预计2025年调整后每股收益将介于3.62至3.7美元之间， 而之前预期为3.45至3.7美元；预计2026年调整后每股收益将介于3.92至4.02美元之间，而之前预期为 3.63至4美元。 ...

Key Takeaways NextEra Energy said Monday that it struck deals with Alphabet's Google and Meta Platforms to support AI data centers.The energy provider also raised the lower end of its full-year profit forecast, and boosted its outlook for 2026. NextEra Energy is raking in new deals to power AI data centers. America's largest energy infrastructure developer on Monday said it struck agreements with Alphabet's (GOOGL) Google and Meta Platforms (META) to meet growing demand for energy to support AI data ce ...

PresentationMark EidelmanDirector of Investor Relations Before we begin, I'd like to remind you that today's presentations will include forward-looking statements and references to certain non-GAAP financial measures. Please refer to the cautionary statements and risk factors as well as the non-GAAP reconciliations included in the appendix of today's materials and in our recent SEC filings. After John's opening remarks, Scott Bores will lead our discussion of FPL. We'll then take a short 15-minute break. Fo ...

NextEra Energy is partnering with Exxon Mobil, the country's largest oil company, to build a large data center site powered by natural gas for a potential tech customer, CEO John Ketchum told investors Monday The 1.2 gigawatt power plant would combine gas generation with Exxon's carbon capture technology to reduce emissions, according to NextEra's presentation to investors. They plan to market the site to a hyperscaler in the first quarter of 2026. Hyperscalers are the big tech companies that are building d ...

NextEra Energy Chairman, President and CEO John Ketchum participates in a panel during CERAWeek in Houston, Texas, U.S., March 10, 2025.NextEra Energy plans to build 15 gigawatts of new power generation for data center hubs by 2035, CEO John Ketchum told investors on Monday. NextEra is the largest renewable energy developer in the U.S. through NextEra Energy Resources, and also owns Florida Power & Light. The utility also operates a fleet of nuclear- and natural gas-powered plants. NextEra also announced a ...

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NextEra Energy (NYSE:NEE) 2025 Investor Day December 08, 2025 08:30 AM ET Company ParticipantsMike Dunne - CFOJohn Ketchum - Chairman and CEOBrian Bolster - President and CEOMark Eidelman - Director of Investor RelationsNone - Video NarratorScott Bores - PresidentMichael Sullivan - Director of Equity ResearchConference Call ParticipantsBill Appicelli - AnalystRyan Levine - AnalystJeremy Tonet - AnalystNicholas Campanella - AnalystCarly Davenport - VP and AnalystNick Amicucci - AnalystRoss Fowler - Managing ...

美国科技巨头谷歌(GOOGL.US)旗下的谷歌云计算平台(即Google Cloud)与美国电力供给巨头新纪元能源 (NEE.US)已达成一项重磅协议，双方将共同开发与大型电厂直接100%配套的AI数据中心，这是科技行 业与电力行业日益紧密交织的最新例证。 根据周一发布的一份最新声明，两家公司正在开发三个大型园区，并努力确定更多的潜在大型电厂/配 套数据中心选址。今年10月，他们宣布达成一项协议，重启位于爱荷华州的一座沉睡已久的NextEra大 型核电站，为谷歌位于附近的正在建设的大型AI数据中心供电。 数据中心和人工智能所需的堪称天量级别电力已经重塑了美国电力行业，推动其与科技行业建立更紧密 的联系。 新纪元能源周一还表示，该公司已与Facebook母公司Meta Platforms Inc.(META.US)签订了约2.5吉瓦的 清洁能源合同。1吉瓦大致相当于一座大型核反应堆的发电功率，可为美国大约75万户家庭供电。 现在美国科技巨头们和NextEra这类能源公司签的电力协议，从合同上看可以非常说是"专属"级别，甚 至单独重启一座核电站给自己用;但从物理供电上看，绝大多数项目仍是接入传统电网，通过物理 P ...

①白宫国家经济委员会主任哈塞特：应该继续降低利率；特朗普本周将发布有关经济的信息； ②特朗普：本周将发布一项关于人工智能的单一规则行政命令； 【时政新闻】 ②欧洲主要股指集体上涨，截至发稿，英国富时100指数跌0.01%，法国CAC40指数跌0.16%，德国DAX 指数涨0.22%； ③英伟达美股盘前涨0.12%，百度盘前涨逾3%； 【公司新闻】 ①伯克希尔·哈撒韦宣布首席财务官等多项人事变动； ②OpenAI：ChatGPT目前每周服务超过8亿用户； ③NextEra Energy将与谷歌云合作，在美国新建多个数据中心园区。 ③欧盟理事会批准"欧洲防务工业计划"； ④摩根士丹利策略师重申看好美股前景，因美联储降息预期； 【市场动态】 ①美股三大股指期货集体走高，截至发稿，道指期货涨0.05%，标普500指数期货涨0.15%，纳指期货涨 0.28%； ...

NextEra Energy and Google Cloud announced a strategic partnership on Monday to jointly develop gigawatt-scale data center campuses across the United States, a move designed to address the surging power demands of artificial intelligence (AI). The collaboration pairs the largest renewable energy developer in the U.S. with one of the world’s largest cloud providers. Under the agreement, the companies will focus on the rapid development of land, power interconnection, and generation capacity required to supp ...