The Power Allocation

Why Tech Giants Are Buying Nuclear Directly


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Hyperscalers are no longer waiting for utilities to build nuclear capacity—they're contracting directly with generators and investing billions in new reactor development.

Key topics covered:

  • Microsoft Three Mile Island restart agreement
  • Amazon: $20B+ nuclear infrastructure investment including X-energy
  • Google-Kairos Power: 500 MW advanced reactor partnership
  • Meta: 6.6 GW nuclear agreements

Related keywords: hyperscaler nuclear procurement, Microsoft Three Mile Island, Amazon nuclear investment, Google Kairos Power, data center nuclear PPA

Brought to you by Spring Street Management Group.]]>

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The Power AllocationBy Spring Street Management Group