Power · nuclear power for AI

9.6 GW of nuclear is contracted to Amazon, Meta, Google and Microsoft

72% of it comes from reactors already running.

Each figure is what a party’s own release states, from Jan 2023 to Oct 2026. A contract is a power purchase agreement; a framework is a development agreement, an option, a target or a plan that awaits a regulator.

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Frameworks add 11.3 GW, 99% of it from reactors not yet built

megawatts as the releases state them · by kind

Running reactorsRestartsUpratesNew fission reactorsFusion a framework

  1. Under contract 14 agreements
    1. Running reactors: 6,917 MW
    2. Restarts: 835 MW
    3. Uprates: 1,513 MW
    4. New fission reactors: 50 MW
    5. Fusion: 250 MW
    9.6 GW
  2. In frameworks 8 agreements
    1. Uprates: 96 MW
    2. New fission reactors: 11,250 MW
    11.3 GW
  • Under contract running reactors 6,917 MW · restarts 835 MW · uprates 1,513 MW · new fission reactors 50 MW · fusion 250 MW
  • In frameworks uprates 96 MW · new fission reactors 11,250 MW

A contract for a running reactor moves output the grid already has to the buyer; a restart, an uprate or a new plant adds to it. Three agreements state no figure and are not counted: Google at Duane Arnold restart, Google at Loviisa life extension and Oracle at Point Beach.

2.6 GW of the contracted power comes from restarts, uprates and new plants

22 agreements · announced, and the years their releases give

announced, a contract announced, a framework first power, planned in full, planned

  1. Microsoft · Helion’s first fusion plant with Helion Energy · fusion · at least 50 MW Announced May 2023, contract; first power 2028.
  2. Amazon · Susquehanna with Talen Energy · running reactors · 1,920 MW Announced Mar 2024, contract; in full by 2032.
  3. Microsoft · Crane (Three Mile Island Unit 1) restart with Constellation · restarts · about 835 MW Announced Sep 2024, contract; first power 2027.
  4. Google · Kairos reactor fleet with Kairos Power · new fission reactors · up to 500 MW Announced Oct 2024, framework; first power 2030, in full by 2035.
  5. Amazon · Xe-100 reactors, central Washington with Energy Northwest · new fission reactors · about 320 MW Announced Oct 2024, framework; no year stated.
  6. Amazon · Xe-100 reactors, a 5 GW target with X-energy · new fission reactors · at least 5,000 MW Announced Oct 2024, framework; in full by 2039.
  7. Google · Three advanced nuclear sites with Elementl Power · new fission reactors · at least 1,800 MW Announced May 2025, framework; no year stated.
  8. Meta · Clinton with Constellation · running reactors · 1,121 MW Announced Jun 2025, contract; first power 2027.
  9. Google · ARC fusion plant, Chesterfield County with Commonwealth Fusion Systems · fusion · 200 MW Announced Jun 2025, contract; no year stated.
  10. Google · Hermes 2, Oak Ridge with Kairos Power and TVA · new fission reactors · up to 50 MW Announced Aug 2025, contract; first power 2030.
  11. Amazon · Comanche Peak with Vistra · running reactors · up to 1,200 MW Announced Sep 2025, contract; first power 2027, in full by 2032.
  12. Google · Duane Arnold restart with NextEra Energy · restarts · no figure stated Announced Oct 2025, contract; first power 2029.
  13. Meta · Oklo campus, Pike County with Oklo · new fission reactors · up to 1,200 MW Announced Jan 2026, framework; first power 2030, in full by 2034.
  14. Meta · Up to eight Natrium plants with TerraPower · new fission reactors · up to 2,800 MW Announced Jan 2026, framework; first power 2032, in full by 2035.
  15. Meta · Perry and Davis-Besse with Vistra · running reactors · 2,176 MW Announced Jan 2026, contract; first power 2026.
  16. Meta · Uprates at Perry, Davis-Besse and Beaver Valley with Vistra · uprates · 433 MW Announced Jan 2026, contract; in full by 2034.
  17. Google · Loviisa life extension with Fortum · running reactors · no figure stated Announced Sep 2026, contract; first power 2028, in full by 2030.
  18. Google · Uprates at Vogtle and Hatch with Georgia Power · uprates · about 96 MW Announced Sep 2026, framework; no year stated.
  19. Amazon · Calvert Cliffs with Constellation · running reactors · about 500 MW Announced Sep 2026, contract; no year stated.
  20. Amazon · Calvert Cliffs uprate with Constellation · uprates · about 190 MW Announced Sep 2026, contract; first power 2030, in full by 2032.
  21. Oracle · Point Beach seller not named · running reactors · no figure stated Announced Oct 2026, framework; no year stated.
  22. Google · Uprates at eleven Constellation units with Constellation · uprates · 890 MW Announced Oct 2026, contract; first power 2028, in full by 2032.

Amazon has the most under contract, 3.8 GW

solid under contract · dashed in frameworks
  1. Amazon 6 agreements 3.8 GW under contract 5.0 GW in frameworks
  2. Meta 5 agreements 3.7 GW under contract 4.0 GW in frameworks
  3. Google 8 agreements · 2 with no figure 1.1 GW under contract 2.3 GW in frameworks
  4. Microsoft 2 agreements 0.9 GW under contract — in frameworks
  5. Oracle 1 agreement · 1 with no figure — under contract — in frameworks

Every agreement

nuclear.csv
Announced Agreement Kind Stated Status Power Releases
May 2023 Microsoft · Helion’s first fusion plant with Helion Energy Helion targets 50 MW or more from its first plant, with Constellation as the power marketer. Fusion at least 50 MW contract from 2028 Helion Energy, 10 May 2023 · helionenergy.com
Mar 2024 Amazon · Susquehanna with Talen Energy · Pennsylvania Restructured in June 2025 from a PPA of up to 960 MW, signed in March 2024 with the campus Talen sold to AWS. The full volume comes no later than 2032. Running reactors 1,920 MW contract — in full by 2032 Talen Energy, 11 June 2025 · sec.gov
Sep 2024 Microsoft · Crane (Three Mile Island Unit 1) restart with Constellation · Pennsylvania 835 MW is what the restart adds to the grid. The 2024 release said 2028; Constellation now says 2027. Restarts about 835 MW contract from 2027 20 years Constellation, 20 September 2024 · constellationenergy.comConstellation, 6 August 2026 · sec.gov
Oct 2024 Google · Kairos reactor fleet with Kairos Power · United States A master plant development agreement for a fleet of Kairos reactors. Hermes 2 is the first plant under it. New fission reactors up to 500 MW framework from 2030 in full by 2035 Google, 14 October 2024 · blog.googleKairos Power, 14 October 2024 · kairospower.com
Oct 2024 Amazon · Xe-100 reactors, central Washington with Energy Northwest · Washington The first deployment under the X-energy target, from which Amazon’s right to the power comes. An option to grow to 960 MW. New fission reactors about 320 MW framework — Amazon, 16 October 2024 · aboutamazon.comX-energy, 16 October 2024 · x-energy.comX-Energy, Inc., 23 April 2026 · sec.gov
Oct 2024 Amazon · Xe-100 reactors, a 5 GW target with X-energy · United States A target of more than 5 GW by 2039, which includes Energy Northwest. KHNP and Doosan joined in August 2025. New fission reactors at least 5,000 MW framework — in full by 2039 X-energy, 25 August 2025 · x-energy.comX-energy, 16 October 2024 · x-energy.comX-Energy, Inc., 23 April 2026 · sec.gov
May 2025 Google · Three advanced nuclear sites with Elementl Power · United States Google funds early development of three sites, each at least 600 MW, and holds an option on their power. New fission reactors at least 1,800 MW framework — Google, 7 May 2025 · blog.googleElementl Power, 7 May 2025 · elementlpower.comElementl Power, newsroom, 7 May 2025 · elementlpower.com
Jun 2025 Meta · Clinton with Constellation · Illinois Meta buys the plant’s clean-energy attributes. The deal also adds 30 MW through uprates. Running reactors 1,121 MW contract from 2027 20 years Constellation Energy, 3 June 2025 · constellationenergy.com
Jun 2025 Google · ARC fusion plant, Chesterfield County with Commonwealth Fusion Systems · Virginia Power from the first ARC plant, which Commonwealth Fusion Systems says comes in the early 2030s. Fusion 200 MW contract — Commonwealth Fusion Systems, 30 June 2025 · cfs.energyGoogle, 30 June 2025 · blog.google
Aug 2025 Google · Hermes 2, Oak Ridge with Kairos Power and TVA · Tennessee The PPA is between Kairos and TVA, and Google receives the plant’s clean-energy attributes through TVA. Part of the Kairos agreement. New fission reactors up to 50 MW contract from 2030 Google, 18 August 2025 · blog.googleKairos Power, 18 August 2025 · kairospower.com
Sep 2025 Amazon · Comanche Peak with Vistra · Texas Vistra did not name the buyer in September 2025. It named AWS in February 2026. Running reactors up to 1,200 MW contract from 2027 in full by 2032 20 years Vistra, 26 February 2026 · investor.vistracorp.comVistra, 29 September 2025 · sec.govVistra, 6 November 2025 · sec.gov
Oct 2025 Google · Duane Arnold restart with NextEra Energy · Iowa NextEra gives the plant as 615 MW and sells 50 MW of it to CIPCO, but no release states Google’s figure, so no figure is counted. Restarts no figure stated contract from 2029 25 years Google, 27 October 2025 · blog.googleNextEra Energy, Inc., 28 October 2025 · sec.gov
Jan 2026 Meta · Oklo campus, Pike County with Oklo · Ohio A prepayment and development funding for an Oklo campus in Pike County. New fission reactors up to 1,200 MW framework from 2030 in full by 2034 Oklo Inc., 9 January 2026 · oklo.comMeta, 9 January 2026 · about.fb.com
Jan 2026 Meta · Up to eight Natrium plants with TerraPower · United States Funding for two Natrium units and rights to energy from up to six more. New fission reactors up to 2,800 MW framework from 2032 in full by 2035 TerraPower, 9 January 2026 · terrapower.comMeta, 9 January 2026 · about.fb.com
Jan 2026 Meta · Perry and Davis-Besse with Vistra · Ohio Output of two operating plants in Ohio. Running reactors 2,176 MW contract from 2026 20 years Vistra Corp., 9 January 2026 · investor.vistracorp.comMeta, 9 January 2026 · about.fb.com
Jan 2026 Meta · Uprates at Perry, Davis-Besse and Beaver Valley with Vistra · Ohio and Pennsylvania Uprates at Perry, Davis-Besse and Beaver Valley, in the early 2030s. Uprates 433 MW contract — in full by 2034 20 years Vistra Corp., 9 January 2026 · investor.vistracorp.comMeta, 9 January 2026 · about.fb.com
Sep 2026 Google · Loviisa life extension with Fortum · Finland Up to half of the plant’s capacity from 2030. The releases give a share, not a figure, so no figure is counted. Running reactors no figure stated contract from 2028 in full by 2030 22 years Fortum, 9 September 2026 · fortum.comGoogle, 9 September 2026 · blog.google
Sep 2026 Google · Uprates at Vogtle and Hatch with Georgia Power · Georgia Google will subscribe to the NU-1 tariff and receive zero-emission credits, once the Georgia Public Service Commission approves it. Uprates about 96 MW framework — Georgia Power, 21 September 2026 · georgiapower.comGoogle, 6 October 2026 · blog.google
Sep 2026 Amazon · Calvert Cliffs with Constellation · Maryland The 690 MW agreement less its 190 MW uprate. Running reactors about 500 MW contract — 20 years Constellation, 30 September 2026 · constellationenergy.com
Sep 2026 Amazon · Calvert Cliffs uprate with Constellation · Maryland The uprate part of a 690 MW agreement. Uprates about 190 MW contract from 2030 in full by 2032 20 years Constellation, 30 September 2026 · constellationenergy.com
Oct 2026 Oracle · Point Beach seller not named · Wisconsin A planned subscription to part of the plant’s output, subject to approval by the Public Service Commission of Wisconsin. The release gives no figure. Running reactors no figure stated framework — Oracle, 2 October 2026 · prnewswire.com
Oct 2026 Google · Uprates at eleven Constellation units with Constellation · Illinois, Pennsylvania and New Jersey Uprates at eleven units. A 2,700 MW supply agreement in the same release is not counted, because the release does not say it is nuclear. Uprates 890 MW contract from 2028 in full by 2032 20 years Constellation Energy, 6 October 2026 · constellationenergy.comGoogle, 6 October 2026 · blog.google
Not counted · 21 items
  • The releases of the buyers, the sellers and the utilities: 34 pages, linked on each row above, checked 11 October 2026.
  • The buyers are the companies whose capital spending the global registry tracks, from their filings.
  • Each row is a set of facts, with short quotations from the release as evidence.