Converted 5.4 GW to 5,400 MW explicitly. This is a project-development agreement for new gas-fired generation to support demand growth, not built capacity and not a final hyperscaler PPA.
Source states MW directly. Initial powering was expected by the second half of 2026 and full online status by 2030; this is not treated as energized load at signing.
Generation capacity (GW)
Whether generation exists to power AI buildout; producer fleet scale.
“As of December 31, 2025, the Company's core power and natural gas business consists of approximately 12 GW of competitive power generation, primarily in Texas, and a natural gas portfolio that serves approximately 1,900 MMDth annually.”
“On January 30, 2026, NRG completed the acquisition of the LSP Portfolio from LS Power. The acquisition doubles NRG's generation capacity with the addition of 18 natural gas-fired and dual fuel facilities totaling approximately 13 GW.”
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Source-backed timeline
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Honest gaps
Excluded and Undisclosed Items
Not disclosed
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Rejected
0
Unverifiable
2
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