What does the free cash flow trend look like for NextEra? They are in a cap intensive sector so their returns on capital will be bounded by that intensity as well as the need to win rate cases to raise prices. Also what is the outlook for the unregulated part of the business? What is the revenue and cash flow growth for that unregulated part?
The power infrastructure story is one of the most important and underreported dimensions of AI's long term trajectory. Data center energy demand is reshaping grid investment decisions in ways that will have consequences well beyond the tech sector. The governance angle that often gets missed is who is accountable when AI growth targets conflict with national energy transition goals. That is a regulatory gap that is still largely unaddressed.
What does the free cash flow trend look like for NextEra? They are in a cap intensive sector so their returns on capital will be bounded by that intensity as well as the need to win rate cases to raise prices. Also what is the outlook for the unregulated part of the business? What is the revenue and cash flow growth for that unregulated part?
You referenced a CAGR since 2001. More relevant is the CAGR going forward. I suspect that you don't expect such a favorable CAGR going forward. True?
The power infrastructure story is one of the most important and underreported dimensions of AI's long term trajectory. Data center energy demand is reshaping grid investment decisions in ways that will have consequences well beyond the tech sector. The governance angle that often gets missed is who is accountable when AI growth targets conflict with national energy transition goals. That is a regulatory gap that is still largely unaddressed.