NRG Energy

“One of them is the smart home security provider Vivint. They've struggled with this high volume of support calls, a high churn rate for service reps, it's a common story. But now using Agentforce, Vivint is creating a digital support staff to autonomously provide support through their app, their website, troubleshooting, a broad variety of issues across all their customer touch points.”

Vivint (an NRG Energy subsidiary) is deploying Agentforce to cut support-call volume and rep churn, a potential cost-efficiency read-through for NRG's home-services segment.

“That, coupled with our relationships with GoodLeap and Sunrun, we continue to scale batteries up.”

NRG's partnership with GoodLeap (and Sunrun) supports battery scaling for its virtual power plant program.

“That, coupled with our relationships with GoodLeap and Sunrun, we continue to scale batteries up.”

NRG leverages partnerships with Sunrun (and GoodLeap) to scale residential batteries for its virtual power plant expansion.

“including 5.4 gigs through our GEV and Kiewit venture and 1 gig of upgrade potential within the recently acquired LS portfolio.”

NRG has 5.4 GW of gas capacity reserved through a joint venture with GE Vernova and construction partner Kiewit to serve large loads.

“if you're going to build 1.2 gigawatts of GEV turbines, that number is going to be on the high end.”

NRG's new-build gas generation for data-center contracts relies on GE Vernova (GEV) turbines, positioning GEV as a key equipment supplier.

“CPower, a preeminent company in the demand response space, strengthens our capabilities and expands our position in this sector with both commercial and industrial customers.”

CPower, acquired as part of the LS Power transaction, anchors NRG's expanded commercial and industrial demand-response platform.

“We successfully closed LS Power at the end of January. Integration is well underway and performance is already exceeding our underwriting assumptions.”

NRG closed its acquisition of the LS Power generation portfolio, doubling its fleet to 25 GW with performance ahead of underwriting.

“We are advancing numerous additional opportunities, including up to 5.4 gigawatts of new capacity for data centers through 2032 under our GE Vernova and Kiewit partnership, supporting the principle of additionality.”

NRG's turbine-supply and build partnership with GE Vernova underpins up to 5.4 GW of new data-center generation capacity through 2032, a positive demand read-through for GE Vernova's gas-turbine order book.

“The LS Power acquisition remains firmly on track for a first quarter 2026 close. It strengthens our platform, broadens our earnings base and extends our reach across key competitive markets.”

NRG's pending acquisition of LS Power's generation assets is on track to close in Q1 2026, expanding NRG's competitive-market footprint.

“And then any updates to share on the partnership with GE Vernova and Kiewit on the gas assets to kind of start up in that '29, 2030 time frame?”

NRG's gas turbine development partnership with GE Vernova (alongside Kiewit) underpins its future power supply pipeline for data center and large-load customers, indicating steady equipment demand for GE Vernova.

“We launched this program earlier this year through our partnership with Renew Home.”

NRG's new residential virtual power plant partnership with Renew Home is exceeding early adoption targets, positioning Renew Home as a key technology partner in NRG's demand-response strategy.

“The Rockland acquisition closed during the quarter, and those Texas assets were integrated into our portfolio before the beginning of summer.”

NRG's acquisition and integration of Rockland Capital's Texas power assets reflects continued consolidation activity in the ERCOT generation market.

“We also announced the acquisition of a 13-gigawatt natural gas generation portfolio and a 6-gigawatt commercial and industrial virtual power plant platform from LS Power.”

NRG's acquisition of a large natural gas and C&I virtual power plant portfolio from LS Power signals continued consolidation of power generation assets, with LS Power divesting a sizable footprint in two of the most attractive U.S. power markets.