NextEra Energy Forges AI Alliance and Posts Strong Quarterly Results

NextEra Energy has unveiled a groundbreaking collaboration with Google alongside quarterly earnings that surpassed market projections. The energy giant plans to reactivate a decommissioned nuclear facility in Iowa through this partnership, specifically addressing the escalating power requirements of cloud computing and artificial intelligence infrastructure.

The most significant development emerges from NextEra's strategic alignment with Google. The Duane Arnold Energy Center, a 615-megawatt nuclear power plant in Iowa that ceased operations in 2020, is scheduled to return to service by the first quarter of 2029 at the latest.

Key partnership details include:
* Google has committed to a 25-year power purchase agreement for clean energy
* NextEra Energy will acquire the remaining 30 percent stake in the facility, becoming sole owner
* Potential operational restart could occur as early as the fourth quarter of 2028

This collaboration establishes NextEra Energy at the intersection of conventional power generation and the rapidly expanding artificial intelligence sector, potentially creating an industry model for similar ventures.

Should investors sell immediately? Or is it worth buying NextEra Energy?

Quarterly Performance Exceeds Expectations

For the third quarter of 2025, NextEra Energy reported adjusted earnings of $1.13 per share, substantially outperforming analyst expectations of $1.04. This represents a 9.7 percent increase compared to the same period last year. However, revenue of $7.97 billion fell short of market forecasts.

The company's subsidiary, Florida Power & Light, recorded net earnings of $1.46 billion. Meanwhile, NextEra Energy Resources, the renewable energy division, expanded its project portfolio by an additional 3 gigawatts, bringing its total capacity to nearly 30 gigawatts.

Sustained Growth Trajectory Confirmed

The corporation reaffirmed its long-term financial guidance, projecting annual adjusted earnings per share growth of 6-8 percent through at least 2026. Dividend payments could potentially increase by up to 10 percent each year.

Trading opened at $81.58 per share on Friday. Market observers await the Florida Public Service Commission's decision regarding proposed base rate adjustments, expected around November 20. Despite this pending regulatory outcome, NextEra has positioned itself for continued expansion across both its regulated operations and competitive clean energy segments.