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DTE Energy Lands 1.4-GW Hyperscaler Agreement
DTE Energy secured its first hyperscaler agreement and says it has enough excess capacity to power the 1.4-GW data center load without new construction.
Xignux
GE Vernova Moves to Expand Grid Equipment Segment

GE Vernova is moving to expand the reach of its fastest-growing business segment, Electrification, by acquiring full ownership of grid equipment supplier Prolec GE.

Yes Energy
Constellation Optimistic About Nuclear-friendly Federal Policies
Constellation Energy said it is riding high on policy and market support for nuclear energy as it announced its second-quarter results.
Duke Energy
Duke Highlights Legislative Wins in Q2 Earnings Call
Duke Energy reported earnings of $1.25/share for the second quarter, and its CEO told analysts the company also came out ahead with state and federal legislation.
Exelon
Exelon Continues to Explore Getting Back into Generation
Exelon's CEO said on an earnings call that the company remains interested in the possibility of utility-owned generation.
Dominion Energy
Dominion Reports Continued Demand Growth, CVOW 60% Complete
Dominion Energy reported demand growth from data centers in its territory and that its CVOW offshore wind project was more than halfway complete on its second quarter earnings call.
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Demand Growth Accelerating in the Northeast, Eversource Says
The pace of load growth has picked up across Eversource Energy’s service territories in the Northeast, the company said during its second-quarter earnings call.
Southern Co.
Southern Expects Large Load Growth to Continue
Southern Co.'s second-quarter earnings were down slightly from the prior year, but executives said they expect healthy growth from the continued addition of large loads such as data centers.
Google
PG&E Data Center Proposals Nearly Double in 2025 to 10 GW

Data center applications are piling up in Pacific Gas and Electric’s territory, with some of the new load projected to come online in 2027.

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AEP, Xcel ‘Navigate Rapidly Evolving Energy Policy’
American Electric Power and Xcel Energy say clean energy projects are still a part of their plans, despite the hurdles placed in front of them by the federal government’s budget reconciliation bill.

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