Company Intelligence
Every counterparty. One dossier.
Executive hierarchy, capex trajectory, facility-level utility & substation mapping, transmission proximity, political and grid exposure, procurement contacts, SEC filings, and connected relationships — synthesized per company.
Coverage
Priority counterparties
Regulated Utility · PJM/Dominion Zone
Dominion Energy
NYSE: D · Richmond, VA
PJM's dominant load-serving entity for Virginia data center alley — the Loudoun County power bottleneck.
Hyperscale · Data Center Owner-Operator
Amazon (AWS Infrastructure)
NASDAQ: AMZN · Seattle, WA
The largest single infrastructure buyer in PJM, ERCOT, and increasingly MISO. Sets the pace for firm-power sourcing.
Hyperscale · Cloud & AI
Microsoft
NASDAQ: MSFT · Redmond, WA
The most aggressive nuclear PPA buyer in the market; sets the ceiling for firm-power pricing.
Regulated Utility + IPP
NextEra Energy
NYSE: NEE · Juno Beach, FL
Largest renewables developer in the U.S.; increasingly a firm-power counterparty via existing nuclear and gas fleet.
Hyperscale · AI Infrastructure
Meta Platforms
NASDAQ: META · Menlo Park, CA
Fastest-growing hyperscale footprint by MW; anchors NEER pipeline and reshaping Louisiana/MS load curve.
Hyperscale · Cloud & AI
Google (Alphabet)
NASDAQ: GOOGL · Mountain View, CA
SMR-first hyperscaler; anchor for Kairos and TVA's advanced nuclear program.