NRG Energy (NRG)

Power generation + retail. Growing DC customer base.

NRG Energy (NRG) is a moderate-exposure data-center supply-chain name in the energy sector. Data Center Index tracks NRG Energy's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.

Data center exposure rationale

Vivint smart-home and consumer retail dominate revenue, but generation-side DC PPA conversations are an emerging tailwind in mgmt commentary.

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