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US nuclear energy deals for technology companies

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2026-10-09 12:21 UTC → 2026-10-11 23:26 UTC · added ~~removed~~

Constellation Energy and Vistra are competing for long-term nuclear power contracts to supply major technology companies, such as Microsoft, Meta, and Amazon, who require reliable electricity for data center operations. Constellation Energy has expanded its client base through 20-year agreements with Microsoft and Meta Platforms. Following these developments, Constellation entered into a 20-year power purchase agreement with Amazon for 690 MW of power from the Calvert Cliffs Clean Energy Center in Maryland. This specific deal is expected to facilitate over $3 billion in infrastructure investments and support efforts to relicense the plant for an additional 20 years. While the agreement helps Amazon manage energy costs, the power will flow into the PJM regional grid rather than being diverted exclusively to Amazon facilities. The agreement includes an expected 190 MW capacity increase at the Calvert Cliffs facility, which is slated to come online between 2030 and 2032. Vistra Corp. is reportedly in line for a $4 billion federal loan package from the U.S. government to modernize and expand three nuclear power facilities in Ohio and Pennsylvania. Expanding this trend, Google and its parent company, Alphabet, have finalized a $4.3 billion long-term clean energy collaboration with Constellation Energy. Under a 20-year power purchase agreement, Constellation will invest in upgrades to 11 nuclear reactors across six plants in Illinois, Pennsylvania, and New Jersey. These reactor uprates aim to add 890 MW of new capacity to the PJM Interconnection grid, with full capacity targeted by 2032. Additionally, the companies signed a 15-year agreement for 2,700 MW of power from the PJM grid and a five-year technology alliance to utilize Google Cloud and Gemini Enterprise AI for optimizing power production. Meta Platforms has further expanded its nuclear energy involvement by entering an agreement with Oklo Inc.

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