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Google and Constellation sign nuclear power deals totaling about 3.6 GW

CoinCamps says the deals include 890 MW of upgrades across 11 units, with initial deliveries planned for 2028.

Greg DoigGD
versatileVE
CoincampsCO
3 Sources, 17h ago, first seen 17h ago

TLDR

CoinCamps reports that Google and Constellation Energy signed nuclear power purchase agreements totaling about 3.6 GW in the PJM grid. They cover 890 MW of upgrades across 11 units, with initial deliveries planned for 2028, and a 15-year agreement for 2.7 GW of existing capacity. The deals also include demand flexibility during high-stress grid events.

Combined views

86

3 Sources, first seen 17h ago

1 likes

Combined views

86

3 Sources, first seen 17h ago

1 likes

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Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

3 Sources

Greg Doig@techbrewednewsFive stories from October 6–7, 2026: 1. SpaceX / Nvidia chips: SpaceX is in early talks to borrow about $40 billion ($10 billion bank loans, $30 billion investment-grade debt) to buy Nvidia chips. Compute is being financed like infrastructure; Dalio called the AI boom a classic bubble. 2. Nvidia valuation: The stock is back near a record and approaching a $6 trillion market cap after a strong outlook and a record buyback, helped by Blackwell running OpenAI’s faster inference mode. 3. OpenAI math: OpenAI released 722 manuscripts (372 result families) from an unreleased model, claimed to solve hundreds of open problems. Verification and credit rules are still lagging. 4. Gemini paywall: From October 9, free Gemini users get only Flash Lite. The $4.99 Plus plan loses Pro; Pro and Deep Think stay on the $19.99 and $99.99 plans. 5. ChatGPT for Teens: Common Sense Media rated it an unacceptable risk. Parent alerts and crisis referrals often failed in tests; the group wants it limited to users 18 and older until fixed.17h
versatile@SyrianVeterans谷歌花 43 亿美元买核能，还顺手把 Gemini 塞给核电站管排期 Google 和 Constellation Energy 签了份 20 年、43 亿美元的购电协议，从三个州的 11 座核电站拿 890 兆瓦电。 更有意思的是反过来那一半：Constellation 要用 Gemini 来管选址和停机规划。核电站的停机窗口和机组排期是极硬的约束，让模型去碰这类调度，比写文案、生成图片的容错空间小得多，愿意拿真金白银的合同来用本身就说明点什么。 消息出来后 $CEG 涨了 13%。1h
Coincamps@coincampsConstellation Energy and Google signed nuclear PPAs totaling about 3.6GW in the PJM grid, lifting Constellation's contracted nuclear capacity share to 28% from 13%. The deal includes 890MW of nuclear upgrades across 11 units, with initial deliveries planned for 2028, plus a 15-year agreement covering 2.7GW of existing capacity. It also incorporates demand flexibility during high-stress grid events. Why it matters: Goldman Sachs said the agreement could improve sentiment around the feasibility of nuclear PPAs in PJM, though its outlook remains dependent on pending policy outcomes. Read the full article: https://coincamps.ai/article/t344031h
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    3 Sources

    Greg Doig@techbrewednewsFive stories from October 6–7, 2026: 1. SpaceX / Nvidia chips: SpaceX is in early talks to borrow about $40 billion ($10 billion bank loans, $30 billion investment-grade debt) to buy Nvidia chips. Compute is being financed like infrastructure; Dalio called the AI boom a classic bubble. 2. Nvidia valuation: The stock is back near a record and approaching a $6 trillion market cap after a strong outlook and a record buyback, helped by Blackwell running OpenAI’s faster inference mode. 3. OpenAI math: OpenAI released 722 manuscripts (372 result families) from an unreleased model, claimed to solve hundreds of open problems. Verification and credit rules are still lagging. 4. Gemini paywall: From October 9, free Gemini users get only Flash Lite. The $4.99 Plus plan loses Pro; Pro and Deep Think stay on the $19.99 and $99.99 plans. 5. ChatGPT for Teens: Common Sense Media rated it an unacceptable risk. Parent alerts and crisis referrals often failed in tests; the group wants it limited to users 18 and older until fixed.17h
    versatile@SyrianVeterans谷歌花 43 亿美元买核能，还顺手把 Gemini 塞给核电站管排期 Google 和 Constellation Energy 签了份 20 年、43 亿美元的购电协议，从三个州的 11 座核电站拿 890 兆瓦电。 更有意思的是反过来那一半：Constellation 要用 Gemini 来管选址和停机规划。核电站的停机窗口和机组排期是极硬的约束，让模型去碰这类调度，比写文案、生成图片的容错空间小得多，愿意拿真金白银的合同来用本身就说明点什么。 消息出来后 $CEG 涨了 13%。1h
    Coincamps@coincampsConstellation Energy and Google signed nuclear PPAs totaling about 3.6GW in the PJM grid, lifting Constellation's contracted nuclear capacity share to 28% from 13%. The deal includes 890MW of nuclear upgrades across 11 units, with initial deliveries planned for 2028, plus a 15-year agreement covering 2.7GW of existing capacity. It also incorporates demand flexibility during high-stress grid events. Why it matters: Goldman Sachs said the agreement could improve sentiment around the feasibility of nuclear PPAs in PJM, though its outlook remains dependent on pending policy outcomes. Read the full article: https://coincamps.ai/article/t344031h
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    Today's Rank

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