NextEra Energy(US:NEE) Sou Hu Cai Jing·2025-12-10 03:40Core Insights - NextEra Energy plans to build 15 gigawatts (GW) of new generation capacity by 2035 to support data center hubs, as announced by CEO John Ketchum during an investor meeting [1][2] - The company has partnered with Alphabet, Google's parent company, to develop three gigawatt-scale data center campuses in the U.S., with plans for further expansion [2] - Despite these announcements, NextEra's stock closed down approximately 3% on Monday [2] Group 1 - The 15 GW target for data center power supply is considered a "fairly conservative" estimate by Ketchum, who expressed disappointment if the final construction capacity does not exceed this goal [2] - Ketchum indicated potential growth space for building up to 30 GW of generation capacity by 2035 [2] - The data center hubs will utilize a diversified energy structure, with a recent agreement to restart the Duane Arnold nuclear plant in Iowa through a power purchase agreement with Google [2] Group 2 - NextEra aims to achieve a target of 4-8 GW of new natural gas generation capacity by 2032, with significant expansion expected by 2035 [2] - The company is currently advancing a total of 20 GW in natural gas generation project reserves [2] - To address the rising electricity demand from AI data centers, Ketchum proposed that tech giants should build their own generation facilities to manage costs effectively [2]