Recorded in MW exactly as the signal requires. Source identifies Amazon as a leading tech-company counterparty; it does not separately identify AWS or a specific data-center site in this release.
Recorded in MW exactly as the signal requires. Source identifies Microsoft as a leading tech-company counterparty; it does not separately identify a specific data-center site in this release.
The initial September 29, 2025 8-K described the customer as a large investment-grade company; the 2025 Form 10-K identifies the counterparty as AWS. Delivery is expected to begin in Q4 2027 and ramp to full capacity by 2032. Queue capacity is not built capacity; this row is a contracted supply agreement, not incremental generation capacity.
Recorded in MW exactly as the signal requires. The deal comprises 2,176 MW of operating energy and capacity plus 433 MW of uprate energy and capacity; the source says purchases begin in late 2026 and reach the full 2,609 MW by 2034.
Generation capacity (GW)
Whether generation exists to power AI buildout; producer fleet scale.
“At December 31, 2023, our generating capacity was powered by the following: Primary Fuel Technology Net Capacity (MW) % of Net Capacity Natural Gas 24,313 Coal 8,428 Nuclear 2,400 Renewable 1,358 Fuel Oil 203 Total 36,702 100%”
“Our generation operations by segment are represented in the following table: Segment Net Capacity (MW) % of Net Capacity ISO/RTO Texas 19,031 47% ERCOT East 19,746 49% PJM, ISO-NE, MISO, and NYISO West 1,880 4% CAISO Total 40,657 100%”
“At December 31, 2025, our generating capacity was powered by the following fuels and technologies: Primary Fuel Technology Net Capacity (MW) % of Net Capacity Natural Gas 26,989 62% Coal 8,743 20% Uranium Nuclear 6,448 15% Renewable Solar/Battery 1,274 3% Fuel Oil 187 Total 43,641 100%”
Current source layer
Current Source-Backed Data
No current-period source-backed data for this entity.
Source-backed timeline
Entity Signals Feed
No source-backed current-period signals in this feed.
Honest gaps
Excluded and Undisclosed Items
Not disclosed
0
Rejected
0
Unverifiable
0
Rejected items exist in the audited workflow when source, quote, or period checks fail; they are excluded from every displayed chart and table.
