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Wire · operational-macro

Amazon secures 20-year nuclear power deal to fuel AI data centers

Published

1 October 2026

Topic

operational-macro

◆ Sectors

Deep Tech: Telecom & Connectivity

◆ Geography

United States

◆ Source

Read at biz.chosun.com →

◆ Verified

Fusion42 · 1 October 2026 · Fusion42 review

Amazon has signed a 20-year contract with Constellation Energy to purchase 690 MW of nuclear power from the Calvert Cliffs Nuclear Power Plant in Maryland, supporting its AI data centers. Constellation will invest over $3 billion to upgrade the plant and extend its operating license, as part of a broader push for stable, zero-carbon energy supply for tech infrastructure.

This Wire brief sits within Fusion42's coverage of Deep Tech: Telecom & Connectivity.

◆ ◆ The Wire takeaway

Amazon’s long-term nuclear power deal shifts energy security for AI data centres towards zero-carbon baseload supply. You need to reassess energy sourcing risk and consider nuclear-backed power deals as a competitive baseline.

◆ Coverage

1 source · 1 Oct 2026

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◆ Topics

Deep Tech: Telecom & Connectivitynuclear-powerenergy-contractai-data-centersclean-energylong-term-dealinfrastructure-investment