Anthropic Needs Gigawatts of Power It Doesn't Have. This Dividend-Paying Industrial Sells It.

NextEra Energy is being highlighted as an income-and-growth option for investors seeking reliable power for AI data centers. The article argues that demand for electricity from hyperscalers and labs like Anthropic is pushing interest toward energy producers, including fuel cells and advanced nuclear. NextEra, through Energy Resources, supplies solutions spanning renewables, natural gas, battery storage and nuclear. It reported 18% adjusted EPS growth in the most recent quarter, driven by expansion in generation and storage backlog. In Q2, it added 3.6 gigawatts to the backlog, which now exceeds 35 GW. NextEra also secured up to $1.9 billion in DOE loans to restart a 615-megawatt nuclear facility in Iowa, planned to reactivate by early 2029.