Side-by-side comparison of AI visibility scores, market position, and capabilities
Richmond VA regulated utility (NYSE: D); $50.1B five-year capital plan (2025-2029, $17B data center driven), 33 GW → 47 GW contracted data center in NoVA, CVOW offshore wind, competing with Duke Energy.
Dominion Energy, Inc. is a Richmond, Virginia-based regulated electric and natural gas utility holding company — publicly traded on the New York Stock Exchange (NYSE: D) as an S&P 500 Utilities component — serving approximately 4.4 million electric customers in Virginia, North Carolina, and South Carolina through Dominion Energy Virginia (Virginia Electric and Power Company) and Dominion Energy South Carolina, and approximately 500,000 gas customers through Dominion Energy South Carolina Gas through approximately 16,500 employees. Dominion unveiled an ambitious $50.1 billion five-year capital investment plan for 2025-2029 — representing a $17 billion increase from prior plans specifically to support data center infrastructure in Virginia, where contracted data center capacity grew from 33 gigawatts to 47 gigawatts by October 2025 as hyperscale AI data center buildout in Northern Virginia (Ashburn/Loudoun County corridor — the world's largest data center market) accelerated beyond all prior demand projections. CEO Robert Blue's strategy reflects the unprecedented scale of AI-driven electricity demand growth in Dominion's Virginia service territory — where Amazon Web Services, Microsoft Azure, Google Cloud, and Meta have concentrated their largest data center campuses due to favorable regulatory environment, fiber infrastructure, and utility reliability. The $50.1 billion capital plan funds new generation capacity (solar, natural gas peakers, and potential nuclear uprates), transmission expansion to serve new data center substations, and distribution system upgrades across the Virginia service territory.
Baltimore largest US nuclear operator (NASDAQ: CEG) at $23.6B FY2024 revenue; 21 reactors, Three Mile Island restarted Sept 2024 for Microsoft AI data center, 24/7 carbon-free power competing with Vistra and NRG.
Constellation Energy Corporation is a Baltimore, Maryland-based clean energy company — publicly traded on NASDAQ (NASDAQ: CEG) as an S&P 500 Utilities component with a market capitalization of approximately $70 billion — operating the United States' largest fleet of carbon-free nuclear power plants with 21 nuclear reactors at 13 generating stations across Illinois, Pennsylvania, Maryland, New Jersey, and New York, through approximately 13,000 employees generating approximately 10% of all clean electricity in the United States. In fiscal year 2024, Constellation Energy reported revenue of $23.6 billion. Constellation was separated from Exelon Corporation in February 2022, when Exelon spun off its power generation business as an independent company while retaining the regulated utility subsidiaries (ComEd, PECO, BGE, Pepco, Delmarva, Atlantic City Electric). CEO Joe Dominguez leads Constellation's strategy of capitalizing on the AI data center electricity demand surge — nuclear power's unique combination of 24/7 carbon-free reliability makes Constellation the preferred clean power supplier for tech companies' 24/7 carbon-free electricity commitments that intermittent wind and solar cannot fulfill. Constellation's landmark achievement was the September 2024 restart of Three Mile Island Unit 1 (renamed Crane Clean Energy Center) — the reactor that operated safely for decades before closing in 2019 due to economic competition from cheap natural gas — under a 20-year power purchase agreement with Microsoft to supply the data center campus supporting Microsoft's Azure AI infrastructure in Pennsylvania.
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