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Power and energy for AI

The Index · October 2026 editionThe utilities, generators and on-site power providers signed to supply data centres.
How to cite

Cognitive Coefficient Institute (2026). The Cognitive Coefficient Index, October 2026 edition: Power and energy for AI. https://alpha.cognitivecoefficient.com/index/editions/2026-10/power. Licensed CC BY 4.0.

#NameSegmentSCX · Stack Capacity IndexAIX · AI exposure
01Dominion EnergyUtility71.345.0
02AESIndependent power producer68.745.0
03Duke EnergyUtility65.725.0
04PPLUtility65.045.0
05VistraIndependent power producer57.025.0
06FirstEnergyUtility54.830.0
07Constellation EnergyIndependent power producer54.620.0
08NextEra EnergyUtility53.420.0
09NiSourceUtility49.945.0
10AmerenUtility46.530.0
Stack Capacity Index: components and weights in this edition
  • Generation capacity12%
  • Data-centre load signed30%
  • Revenue12%
  • AI exposure (estimate)18%
  • Position (estimate)18%
  • Momentum (estimate)9%

Licensed CC BY 4.0: reuse freely, credit “Cognitive Coefficient Institute”. Scores are model outputs, not predictions. Terms.