Regulated power utility in the U.S. South
Entergy
Entergy earns revenue by selling electricity to regulated utility customers in Arkansas, Louisiana, Mississippi and Texas. It invests in generation and transmission and distribution networks while paying third-party generators under long-term power purchase agreements. Data-center load is becoming an important driver of new generation and grid investment.
ETR Updated Sep 11, 2026 4 AI consumers· 2 recurring
Per the valuechain.wiki graph, Entergy is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 8 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · FY2025 revenue: $12.946686 billion
- Segments · Utility
Revenue from
- Meta Platforms High confidence· capacity 2,262 MW · Meta data-center service plan approved in 2025 · Combined capacity of three new combined-cycle plants supporting Meta's data center
Entergy Louisiana executed an electric service agreement for Meta's northern Louisiana data center. Regulators approved three combined-cycle plants and related transmission infrastructure, with the new generation totaling 2,262 MW.Confirms KO Korea Energy Economics Institute Published Dec 31, 2025: Implications for Korea's Energy Consumption from the Increase in Data Centers in the AI EraConfirms EN Entergy Published Aug 20, 2025: Entergy Louisiana receives LPSC approval for major infrastructure investments to support Meta's data center and improve reliability - Amazon Medium confidence· Market share 100 percent · Mississippi data-center campus service agreements · Share of associated new energy infrastructure and upgrade costs paid by Amazon
Entergy Mississippi supplies Amazon Web Services data-center campuses in Mississippi. Amazon says it covers all costs associated with new power infrastructure and upgrades for those campuses.Confirms EN Amazon Published Apr 9, 2026: Amazon plans to invest $25 billion in Mississippi data centers, create 2,000 jobs
Pays to
- NextEra Energy Medium confidence· capacity 175 MW · 20-year Coastal Prairie Solar PPA · Capacity covered by the PPA with NextEra Energy Resources affiliate Coastal Prairie Solar
Entergy Louisiana entered into a 20-year power purchase agreement with Coastal Prairie Solar, an indirect wholly owned subsidiary of NextEra Energy Resources. The contracted solar facility has approximately 175 MW of capacity.Confirms EN Entergy Published Mar 3, 2023: Entergy Louisiana seeks approval to add nearly 225 megawatts of solar power to its generation mix - D. E. Shaw Renewable Investments Medium confidence· capacity 50 MW · 20-year Sunlight Road Solar PPA · Capacity covered by the PPA with DESRI's Sunlight Road Solar
Entergy Louisiana purchases power from DESRI's Sunlight Road Solar under a 20-year PPA. The 50 MW facility began commercial operations in November 2024.Confirms EN Entergy Published Nov 26, 2024: Entergy Louisiana and DESRI announce start of commercial operations at Sunlight Road Solar
Investments
- Cottonwood Energy Company LP High confidence· Contract value $1.5B · Proposed Cottonwood Generation Facility acquisition · Approximate purchase price stated for the proposed Cottonwood acquisition
Entergy Louisiana applied for regulatory approval to acquire the 1,263 MW Cottonwood combined-cycle plant in Texas from Cottonwood Energy Company LP. The disclosed purchase price is approximately $1.5 billion, and the transaction remains subject to approval.Confirms EN Louisiana Public Service Commission Published Jan 6, 2026: Response to Louisiana Public Service Commission Request for Proposals 25-18
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Procter & Gamble | lead2 | +20.5 | -5 | -0.9 | +17.3 | -12.3 | +4.5 |
| Meta Platforms | lead1 | +23.1 | -64.2 | +194.1 | +66 | +13.1 | -6.4 |
| Entergy | node | +17.1 | +3.6 | -6.1 | +56 | +25.3 | +18.2 |
| NextEra Energy | benef1 | +23.4 | -8.5 | -25.3 | +21.5 | +15.5 | +6.2 |
| Quanta Services | benef2 | +59.5 | +24.6 | +51.7 | +46.6 | +33.7 | +48 |
| GE Vernova | benef2 | · | · | · | · | +99 | +44.4 |
| Williams Companies | benef2 | +38.4 | +32.8 | +11.9 | +62.3 | +14.9 | +25.2 |
| Cameco | benef2 | +63.2 | +4.3 | +90.5 | +19.5 | +78.4 | +10.1 |
YTD as of 2026-09-04 · source: Yahoo Finance
Entergy operates across Regulated power utility in the U.S. South. It is +18.2% in 2026. Demand side (avg +2.8%), the stock (+18.2%) and supply side (avg +6.2%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Meta Platforms (-6.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Data-center load is becoming an important driver of new generation and grid investment.
Analysis generated from returns as of 2026-09-04