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John W. Ketchum

John W. Ketchum

Chairman, President and CEO, NextEra Energy, Inc.

Appears in 1 story

Notable Quotes

“Our partnership with Google exemplifies this very singular moment when energy and technology are becoming inextricably intertwined.” ([newsroom.nexteraenergy.com](https://newsroom.nexteraenergy.com/2025-12-08-NextEra-Energy-and-Google-Cloud-Announce-Landmark-Strategic-Energy-and-Technology-Partnership-to-Accelerate-AI-Growth-and-Transform-the-Energy-Industry?l=12&utm_source=openai))

Stories

AI data centers are rebuilding – and stress-testing – the U.S. power grid

Built World

Leading utility-side buildout of AI-era data center power and nuclear extensions

Since late 2022, U.S. regulators and utilities have warned that AI-optimized data centers could reshape national power demand, ending an era of flat electricity consumption and forcing rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges. PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history. Data centers accounted for $6.5 billion—or 40%—of the auction's $16.4 billion in costs.

Updated 6 days ago