NI · 8-K · 20260805PR000087

Data Center Agreements

NISOURCE INC. · 2026-08-05 · Importance 64 · Surprise 42 · In source text

NiSource received regulatory approvals for special contracts with Amazon and Alphabet. The agreements are expected to advance the company's data center strategy in its service territories. NiSource said the approved agreements provide $1.4 billion in savings for existing customers. The company distinguishes earnings from data center operations and development activities from its base plan adjusted EPS because those activities are expected to have a different growth profile.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativecommitted-88.7%NiSource is advancing $1.4 billion in savings for existing customers through recently approved Amazon and Alphabet agreements.
revenuepositivecommittedNiSource received regulatory approvals of its Amazon and Alphabet special contracts (described as "recently approved Amazon and Alphabet…