Nvidia Corp (NASDAQ:NVDA) announced a partnership with six major U.S. energy companies to build a new class of AI data centers designed to tap up to 100 gigawatts of underutilized capacity across the U.S. power grid.
The chipmaker announced the collaboration at CERAWeek 2026 in Houston alongside Emerald AI and six energy partners: AES Corp (NYSE:AES), Constellation Energy Corp (NASDAQ:CEG), Invenergy, NextEra Energy Inc (NYSE:NEE), Nscale Energy & Power and Vistra Corp (NYSE:VST).
For the four publicly traded names in the deal, the partnership may offer a new revenue stream: selling flexible power services to AI data centers, on top of the demand tailwind that has already pushed Constellation and NextEra to Big Tech-level valuations.
What’s Happening
The facilities will run on Nvidia’s Vera Rubin DSX AI Factory reference design, unveiled at GTC earlier this month, which includes DSX …
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