Report
Amazon Signs 20-Year Nuclear Power Deal to Support AI Data Center Growth
Amazon agreed to a 20-year power purchase agreement with Constellation Energy for approximately 690 MW from Maryland's Calvert Cliffs nuclear plant, including a ~190 MW expansion by 2030–2032.
TLDR
AI's massive energy demands are driving major tech companies back to nuclear power for reliable baseload electricity. The deal underscores infrastructure bottlenecks in the "compute race," long-term bets on scaling AI infrastructure, and efforts to meet sustainability goals while supporting data center expansion for AI workloads.
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