新纪元能源(NEE.US)重申2026财年指引：计划新增6GW核能装机，抢占数据中心供电蓝海

Group 1 - The core viewpoint of the article is that New Era Energy (NEE.US) is considering expanding its nuclear power plant capacity to supply data centers and is in advanced negotiations to power an additional 9GW of server warehouses [1] - New Era Energy announced the restart of the Duane Arnold nuclear plant in Iowa to supply power to Google data centers and has the capacity to add 6GW of new nuclear technology at existing sites to meet data center demands [1] - The CEO, John Ketchum, stated that the company is selling significant amounts of electricity from its nuclear plants in Wisconsin and New Hampshire, which are not subject to utility regulatory frameworks, allowing sales to the highest bidder [1] Group 2 - The company reported a net profit increase in Q4 from $1.2 billion to $1.54 billion, with earnings per share rising from $0.58 to $0.73, and adjusted earnings per share of $0.54, exceeding Wall Street consensus by $0.01 [1] - Revenue grew by 20% year-over-year to $6.5 billion, although it fell short of analyst expectations [1] - The company reaffirmed its adjusted earnings per share guidance for FY2026 to be between $3.92 and $4.02, with an expected compound annual growth rate of over 8% for adjusted earnings per share until 2032 [2]