WHY DID GOOGLE $GOOGL JUST LOCK IN NUCLEAR POWER FOR DECADES? Because AI doesn’t just run on chips. AI runs on and Constellation Energy $CEG signed a 20-year nuclear power deal designed to add 890 MW of capacity to the PJM grid through upgrades across 11 nuclear reactors, backed by $4.3 BILLION of investment. And that’s only part of the story. 890 MW of additional nuclear capacity $4.3B investment Upgrades across 11 reactors First uprate expected in 2028 Separate 15-year supply agreement covering another 2.7 GW WHY NUCLEAR? AI data centers need enormous amounts of reliable, 24/7 electricity — not power that disappears when the sun goes down or the wind stops.For $GOOGL, securing long-term nuclear power helps support the massive electricity requirements of AI and data-center expansion.For $CEG, AI could create something utilities rarely see: large, long-duration customers willing to commit to power for 15–20 years. The AI infrastructure chain keeps getting clearer:CHIPS → SERVERS → DATA CENTERS → ELECTRICITY → GRID → NUCLEAR NVIDIA sells the compute. Google builds the AI. Constellation helps keep it running. The next phase of the AI boom may be as much about megawatts as GPUs. $GOOGL $CEG $NVDA #AI #Nuclear #Energy #DataCenters #Investing