ETR · Earnings call · 2026Q3T · Full report

Data Center / Load Growth

ENTERGY CORP /DE/ · 2026-11-02 · Importance 44 · Surprise 24

Management reported strong data-center interest in a 7-to-12-gigawatt range and traditional industrial discussions representing 3 to 5 gigawatts, with potential to convert to signed agreements within 24 months. The company said these figures exclude a larger volume of inbound calls and described the project pipeline as incremental to its base plan. Entergy Mississippi’s August coincident peak demand was 11% higher as a result of data-center ramping.