INTELLIGENT TECHNOLOGY

ENERGY AND TECHNOLOGY PARTNERSHIP

Under the expanded partnership, the companies will work together to develop multiple new gigawatt-scale data centre campuses with accompanying generation and capacity. The collaboration will focus on scaling multiple gigawatts of data centre capacity alongside the energy infrastructure required to support rapidly growing AI workloads.

As part of the agreement, Google Cloud will power NextEra Energy’ s enterprisewide Digital Transformation. Using Google Cloud AI and infrastructure, NextEra Energy aims to accelerate industryleading technological innovation and AI deployment across its operations, enabling more efficient, resilient and costeffective energy services.

In addition, the two companies will collaborate to enhance AI solutions and accelerate joint go-to-market activities. These efforts are designed to support accelerated buildouts of data centres and the energy infrastructure that underpins them, helping to transform how energy is generated, managed and delivered.

“ Our partnership with Google exemplifies this very singular moment when energy and technology are becoming inextricably intertwined,” said NextEra Energy chairman and CEO John Ketchum.“ Together, we intend to build data centre capacity and energy infrastructure at scale, advance cutting-edge technology and reimagine how energy companies operate. By combining NextEra Energy’ s unmatched skills as America’ s leading energy infrastructure builder and operator, with Google’ s world-class technology expertise, we will help transform the energy sector.”

“ Working with NextEra Energy to power our infrastructure growth further strengthens our long-standing collaboration and will help us meet increasing demand from our customers as they deploy AI technologies at scale,” said Google Cloud CEO Thomas Kurian.“ By infusing NextEra Energy’ s deep domain expertise with Google Cloud’ s AI infrastructure, platform and models, we can together support the digital future of energy infrastructure.”

The first commercial product resulting from the collaboration is expected to be available in the Google Cloud Marketplace by mid-2026.

One focus area is dynamic, AI-enhanced field operations. By integrating Google’ s generative and agentic AI capabilities with NextEra Energy’ s asset data, the company will be able to more accurately predict equipment issues. This will allow teams to proactively navigate supply chain bottlenecks, crew availability and weather disruptions, ensuring the right crews are deployed at the right time while keeping crews safe, maintaining reliability and reducing costs for both the company and its customers.

Another area is enabling a more reliable and resilient grid. Storms, unprecedented growth and ageing assets present ongoing challenges for today’ s electricity grid.

Pairing NextEra Energy’ s capabilities with Google’ s time-series forecasting model, weather forecasting model and security-constrained power flow modelling will provide deeper insights into system optimisation. This will enhance planning and grid management efforts, helping to keep costs affordable while improving reliability and resilience.

The companies have also agreed to jointly develop multiple gigawatt-scale data centre campuses across the United States. This approach is intended to enable rapid development of land, load interconnection and supporting generation and capacity resources needed to sustain continued data centre growth.

The partners are currently developing the first three campuses and are working together to identify additional locations and expansion plans.

The announcement builds on an established relationship between NextEra Energy and Google, reflecting a shared commitment to advancing AI, technology and energy leadership in the United States. The companies already have approximately 3.5 gigawatts in operation or contracted.

Most recently, they announced the restart of the Duane Arnold Energy Center in Iowa, followed by two new long-term power purchase agreements adding 600 megawatts of clean energy capacity to Oklahoma’ s electricity grid to support Google’ s technology infrastructure. •

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