BREAKING
US Power M&A Hits $142bn in 2025
0
B
2025 power M&A
0
B
2026 deals thru May
0
B
2025 data-center spend
Data-Center Power Demand Doubles
2025
31
2026
41
2027
66
End 2027
95
Mega-Deals Reshape the Sector
NextEra-Dominion
66.8
GIP/EQT-AES
33.4
Constellation-Calpine
26.6
Blackstone-TXNM
11.5
Scale vs Bottlenecks
Why Consolidate
Drivers
●
Hyperscaler AI demand
●
Faster financing at scale
●
Premium for grid-connected assets
Hurdles
Risks
●
Interconnection delays
●
FERC and DOJ review
●
Rising power prices
Digital Meets Energy Infrastructure
AI NEWS BLITZ
AI data center demand has pushed US power sector dealmaking to record highs.