NEW ERA ENERGY AND DIGITAL INC (NUAI)
Energy · AI data center development and power generation · NASDAQ
A developer of AI data center campuses combining on-site power generation, land, and fiber in West Texas to deliver compute infrastructure on accelerated timelines bypassing grid constraints.
What NEW ERA ENERGY AND DIGITAL INC does
New Era Energy & Digital is a vertically-integrated developer and operator of data center campuses for AI hyperscalers, combining power generation, land, and connectivity in the Permian Basin. The company pivoted from legacy natural gas operations in mid-2025 to focus exclusively on developing "Powered Shells" and build-to-suit data center assets, with its flagship project, Texas Critical Data Centers (TCDC), a 438-acre campus in Ector County designed to support over 1 GW of compute capacity. The company aggregates and entitles "Powered Land" using behind-the-meter power solutions and on-site generation to accelerate time-to-operation for AI compute infrastructure while reducing dependence on grid interconnection delays.
Themes: ["AI infrastructure / data center development","Accelerated power delivery for compute","Behind-the-meter power solutions","Energy generation and power supply","Permian Basin energy assets"]
Fundamentals
- Price$4.51 as of 2026-07-09 close
- Market cap$441M as of 2026-07-10
- 1-year return+841.6% as of 2026-07-09 close
- Net margin-2590.0% as of 2026-07-10
- Gross margin+7.1% as of 2026-07-10
- ROE-128.3% as of 2026-07-10
- Debt / equity5.20 as of 2026-07-10
- Revenue growth (YoY)+145.8% as of 2026-07-10
- Beta1.25 as of 2026-07-10
Key risks (from latest filing)
["Ability to secure adequate project financing and access debt/equity capital markets to fund significant capital expenditures for data center development","Supply chain disruptions, labor availability, raw materials and input commodity costs that could impact construction timelines and power delivery projections","Regulatory and permitting risks including inability to obtain and maintain necessary government consents, permits, and compliance with evolving federal, state, and local laws governing data centers and energy operations"]
Competitors & peers
- Core Scientific (CORZ)
- Digital Realty (DLR)
- Equinix (EQIX)
- QTS Realty Trust
- CyrusOne (now acquired)
- Aligned Data Centers
- Crusoe Energy
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.