A National Grid Partners survey reveals that 78% of U.S. utility innovation leaders are deploying AI to handle increasing power demand driven by AI data centers. The survey highlights that grid reliability has become a top concern, surpassing net-zero goals, as 74% report AI data center growth impacts reliability. Despite increased innovation budgets, project rollouts remain slow due to workforce skill gaps and cautious industry culture. Utilities are partnering more with startups and forming alliances like the AI Energy Management Alliance to promote flexible data centers and reduce costs for consumers. National Grid Partners continues investing in AI startups to support grid resilience and efficiency.
NRG Energy Inc, a key player in the utilities sector, holds a market cap of $22.57 billion and offers a dividend yield of 1.77% on Pluang as of Sep 18, 2026 16:11 WIB. Meanwhile, Constellation Energy Corporation (CEG) in the energy sector has a market cap of $91.95 billion and a dividend yield of 0.66%, with Pluang order activity heavily skewed towards selling at 95%. These figures highlight the scale and investor sentiment around major energy and utility firms during a period of growing AI-driven grid innovation.
Constellation Energy secured major long-term contracts with Alphabet and Amazon to supply nuclear power for AI data centers, boosting its capacity by nearly 3,600 megawatts. CIBC gave the stock an Outperform rating, expecting a 5%–6% near-term gain a...
Vistra and Constellation Energy Group saw significant stock gains driven by major nuclear energy deals. Constellation Energy's long-term power contracts with tech companies and improved earnings forecasts suggest a 5-6% short-term rise and potential ...
