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AI data centres need firm, round-the-clock power, and nuclear plants are being locked up years in advance to supply it. In June 2025, independent power producer Talen Energy expanded its agreement with Amazon Web Services to deliver up to 1,920 megawatts of carbon-free nuclear power from the Susquehanna plant through 2042
Verified 2026-08-26
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- AI data centres worldwide reached a power capacity comparable to New York State at peak demand in 2025, which Stanford's AI Index puts at 29.6 gigawatts
- Long-dated nuclear supply is being locked up now for demand that only arrives at the end of the decade. In the quarter to 30 June 2026 Constellation Energy signed power purchase agreements running 15 to 20 years with investment-grade customers, beginning between 2029 and 2032: Constellation signed another 920MW of long-term nuclear supply, none of it starting before 2029
- AI data centres are pushing US electricity generation to record highs. Total output from the country's power sector in the first half of 2026 rose 1.8% versus the first half of 2025, adding 37 billion kilowatt-hours