Google just signed a deal with ( Constellation Energy ) $CEG covering 3,590 MW of electricity. What caught my attention is that 890 MW will come from upgrading existing nuclear reactors, with the first additional capacity expected in 2028. Constellation is also committing more than $4.3 billion in new investment.

I think this is one of the more interesting parts of the AI buildout. Everyone talks about chips and data centers, but none of them can run without reliable power. Long term contracts like this also give energy companies more certainty when investing in expensive infrastructure. We will probably see more of such deals with AI's needs for power.