First Fellow
2026.07.05 15:56

These are the market leaders of the Power/Energy suppliers of the Data Centers.

You don't even need to read in between the lines, $GE Vernova(GEV.US) & $Nextera Energy(NEE.US) are leaders. $Constellation Energy(CEG.US) is holding its place, $Bloom Energy(BE.US) made it to the list very fast.

- US dominates with 5 of 10 companies (~52.6% of combined market cap)

- Iberdrola leads European renewables

- Constellation is the nuclear powerhouse (Meta & Microsoft deals)

- China Yangtze Power runs the Three Gorges Dam, world's largest hydropower plant.

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