Constellation Energy

TEXXR Analysis

Oct 18, 2026

Google’s 3,590-MW Nuclear Deal Has 890 MW of New Capacity

Nuclear power contracts now allocate operating output, support restarts and uprates, and sponsor unbuilt reactors. Google identified 890 MW of new capacity—abou...

Oct 7, 2026

Google’s 3,590-MW Constellation Deal Faces a Grid Test

Google contracted for 3,590 MW from Constellation in PJM, but only about a quarter is described as new nuclear supply. Microsoft’s restart agreement and Amazon’...

Sep 9, 2026

Google’s 25-Year Deal Backs Iowa Nuclear Restart

Google’s 25-year agreement anchors NextEra’s planned restart of Iowa’s 615MW Duane Arnold plant, backed by a $1.9 billion DOE refurbishment loan. Microsoft and ...

Aug 8, 2026

Meta’s 2,600 MW Contract Separates Demand From Delivery

Meta’s 20-year agreement for more than 2,600 MW from three Vistra nuclear plants is a more durable demand signal than a headline capacity target. Microsoft’s 20...

Jul 28, 2026

Oracle Ties Up to 2.8 GW to Bloom’s Upside

Oracle’s Bloom Energy arrangement covers up to 2.8 GW and includes a warrant to purchase $400 million of Bloom stock. Reports of seven-year grid waits explain t...

Coverage Timeline

2026-10-01

Bloomberg 10 related

Amazon signs a 20-year deal to buy 690 MW from Constellation Energy, helping the nuclear operator boost its capacity in Maryland, supporting $3B+ in investments

Amazon.com Inc. has agreed to purchase 690 megawatts of power from Constellation Energy Corp. in a deal that will help …

2026-10-01 View

2024-09-20

Bloomberg 44 related