Sector
Power
Generators and developers that supply electricity to data centers.
| Company | Status | Last financing | Post-money | Compute deals | Latest quarter capex |
|---|---|---|---|---|---|
| SB Energy | Private | Strategic investmentAug 17, 2026 | Not tracked yet | 1 | Not tracked yet |
| TeraWulf | Public · NASDAQ: WULF | Not tracked yet | Not tracked yet | 2 | $855.6MFY26 Q2 · Apr–Jun 2026 · derived |
| Constellation Energy | Public · NASDAQ: CEG | Not tracked yet | Not tracked yet | Not tracked yet | $1.25BFY26 Q2 · Apr–Jun 2026 · derived |
| Talen Energy | Public · NASDAQ: TLN | Not tracked yet | Not tracked yet | Not tracked yet | $139MFY26 Q2 · Apr–Jun 2026 · derived |
| Vistra | Public · NYSE: VST | Not tracked yet | Not tracked yet | Not tracked yet | $689MFY26 Q2 · Apr–Jun 2026 · derived |
| X-energy | Public · NASDAQ: XE | Not tracked yet | Not tracked yet | Not tracked yet | $63.3MFY26 Q2 · Apr–Jun 2026 · derived |
Cash paid for property and equipment
TeraWulf$855.6M
Vistra$689M
Constellation Energy$1.25B
Talen Energy$139M
X-energy$63.3M
Events
- Aug 17, 2026InvestmentNVIDIA invests in SB EnergySB Energy$3BSigned S-1 ↗
- Aug 17, 2026LeaseOpenAI and SB Energy 20-year leases at the PORTS-Pike campusOpenAI ↔ SB Energy≈8 GWSigned S-1 ↗
- Jul 6, 2026LeaseAnthropic and TeraWulf 20-year data-center leaseAnthropic ↔ TeraWulfabout $19BSigned 8-K ↗
- Jul 6, 2026DealTeraWulf sells its Abernathy joint-venture interest to a Fluidstack-led groupFluidstack ↔ TeraWulfabout $530MSigned 8-K ↗