Google books 890 MW of nuclear power for 20 years, competing with Bitcoin miners
- —20-year contract covers 890 MW via uprates at 11 reactors across six sites
- —Constellation to invest over $4.3 billion, first delivery in 2028
- —A second 15-year deal adds 2,700 MW from the existing fleet
- —CEG shares rose 12.2% to $300.40; VanEck Uranium ETF gained 5.5%
Why it matters: AI firms are locking up electricity for decades, squeezing Bitcoin miners out of cheap capacity and accelerating their pivot to AI compute.
Source: Journal du Coin