NextEra Energy and Brookfield plan to build a data-centre campus in Kentucky worth as much as $100 billion, Bloomberg reported. The project would rank among the largest single commitments yet in the American build-out of computing capacity for artificial intelligence.
The companies are joining the largest utility in the United States with one of the deepest pools of infrastructure capital, at a moment when the binding constraint on AI is no longer chips but the power and land to run them.
Brookfield has been assembling exactly this kind of firepower. The asset manager launched a $100 billion AI-infrastructure programme in late 2025 and has since expanded a separate power partnership with Bloom Energy to $25 billion, positioning itself as a financier of the electricity that data centres devour.
NextEra brings the other half. Its roughly $67 billion takeover of Dominion made it the biggest utility in the country, and it has told investors it expects to add as much as 30 gigawatts of generation for data centres by 2035.
Its fuel mix tells its own story. Once known mainly for wind and solar, NextEra now plans openly around gas and nuclear as well, a pragmatic turn driven by data centres that need power around the clock rather than only when the wind blows.
