Generation capacity (GW) EIA reports summer AND winter capacity — different figures; producers report 'capacity' with ownership/JV attribution differences. Never mix summer/winter or gross/net without a note. | 43.6 GWFY2025“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%” As reported: 43,641 MW | 55 GWPost-Calpine-2026 | Generation Capacity Gw“With 55 gigawatts of capacity, Constellation and Calpine together will be the platform where new clean technologies can scale - including advanced nuclear, geothermal, carbon capture and sequestration, and long-duration storage” As reported: Combined Constellation/Calpine fleet capacity: 55 gigawatts. | 10 GWQ3-2026 | Generation Capacity Gw“fund the development and operation of up to 10 gigawatts of natural gas-powered generation in Texas and Pennsylvania.” As reported: up to 10 gigawatts | 15.7 GW2026-08-05 | Owned And Operated Power Infrastructure“Talen Energy (NASDAQ: TLN) is a leading independent power producer and energy infrastructure company dedicated to powering the future. We own and operate approximately 15.7 GW of power infrastructure in the United States, including 2.2 GW of nuclear power and a significant dispatchable fossil fleet.” As reported: approximately 15.7 GW | 13 GW2026-01-30-LS-Power-closing | Generation Capacity Gw“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.” As reported: approximately 13 GW |
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Data-center supply deals (MW) Deal structures vary (PPA, behind-the-meter, co-location); MW figures may be nameplate or contracted — record as stated with counterparty and structure in notes. | 4,414 MW44,414 MW across 4 dealsacross 4 deals2024-08-08: 200 MW with Amazon 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. Vistra Reports Second Quarter 2024 Results | Accessed 2026-08-06 2024-08-08: 405 MW with Microsoft 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. Vistra Reports Second Quarter 2024 Results | Accessed 2026-08-06 2025-09-30: 1,200 MW with Amazon Web Services (AWS) 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. Vistra Corp. Form 10-K for year ended December 31, 2025 | Accessed 2026-08-06 | 3,116 MW53,116 MW across 5 dealsacross 5 deals2026-02-24: 400 MW with CyrusOne Recorded in MW exactly as disclosed. These were Calpine agreements announced before Constellation completed the Calpine acquisition and reported by Constellation as part of the combined portfolio; they should not be treated as Constellation-originated pre-closing deals. Constellation Reports Fourth Quarter and Full Year 2025 Results | Accessed 2026-08-06 | 5,775 MW45,775 MW across 4 dealsacross 4 deals | 2,880 MW22,880 MW across 2 dealsacross 2 deals2024-03-31: 960 MW with Amazon Web Services Original AWS data-campus PPA tied to Susquehanna. Source states MW directly; no GW-to-MW conversion was made. The arrangement was later revised in June 2025. Talen Energy Form 10-K FY2025 | Accessed 2026-08-06 2025-06-11: 1,920 MW with Amazon Web Services Expanded PPA expected to transition the existing co-located load arrangement to a front-of-the-meter arrangement after transmission reconfigurations. Source states MW directly; no GW-to-MW conversion was made. Talen Energy Expands Nuclear Energy Relationship with Amazon | Accessed 2026-08-06 | 5,695 MW25,695 MW across 2 dealsacross 2 deals2025-02-13: 5,400 MW with GE Vernova and TIC, a Kiewit subsidiary 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. NRG Energy Form 10-Q Q2 2025 | Accessed 2026-08-06 2025-08-01: 295 MW with Undisclosed data-center customers 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. NRG Energy Form 10-Q Q2 2025 | Accessed 2026-08-06 |
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Capital expenditures Cash capex is standardized in SEC structured data, but headline carrier capex can diverge from management-defined capital investment, cash capital investment, or success-based capex. | $689MQ2-2026 | $1.2BQ2-2026 | $2.8BQ2-2026 | Capex“FPL's capital expenditures were approximately $2.8 billion for the second quarter” As reported: approximately $2.8 billion | $139MQ2-2026 | $338MQ2-2026 |
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