
Powering the machine
Amazon didn’t just sign a normal corporate power deal. It inked a 20-year power purchase agreement with Constellation Energy to help expand the Calvert Cliffs nuclear plant in Maryland. That’s a very long time to be married to a utility bill, but hey, AI data centers don’t exactly run on vibes.
Why this matters
This is another sign that Big Tech’s electricity hunger is getting absolutely unhinged. Between cloud computing, AI training, and data centers that seem to multiply like rabbits, companies like Amazon are rushing to lock in reliable power before the grid turns into a crowded parking lot.
For Constellation, the deal is a nice validation of nuclear as a comeback kid in the energy mix. For Amazon, it’s one more move in the “we need a ton of power and we need it now” playbook.
Big picture
The headline isn’t just “Amazon made a deal.” It’s that the AI boom is spilling into the real economy in a very literal way: more chips means more servers, more servers means more electricity, and more electricity means Big Tech is suddenly sounding a lot like a utility executive.