Microsoft, Meta, and Google have collectively secured more than 10 gigawatts of nuclear power agreements since 2024, making hyperscale technology companies the single largest driver of new nuclear demand as AI data centers require carbon-free baseload power that intermittent renewables cannot reliably supply.
Microsoft signed a 20-year agreement with Constellation Energy in September 2023 to restart Three Mile Island Unit 1, a 835-MW pressurized water reactor in Pennsylvania shut down since 2019. The plant, rebranded Crane Clean Energy Center, returned to service in September 2024 and began delivering clean power directly to Microsoft's data center network. The deal established the modern corporate nuclear procurement model that others have since followed.
Meta announced in January 2026 an agreement to procure up to 6.6 gigawatts of nuclear power across a portfolio including Vistra Energy, TerraPower, and Oklo, covering both existing nuclear facilities and planned advanced reactor deployments. The commitment is among the largest single corporate nuclear power agreements in history.
Amazon and Google have made parallel commitments through nuclear power purchase agreements and direct equity investments in advanced reactor developers including X-energy and Kairos Power. The combined corporate demand signal has unlocked private capital for reactor construction that would previously have required ratepayer or federal backing to finance.
The DOE cited corporate nuclear demand as one of the most significant structural shifts in the U.S. energy market in a generation, describing it as the primary factor enabling a broad nuclear renaissance across both existing plant life extension and new advanced reactor construction.
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