Eseandre Mordi
⬤ Google just locked in a long-term nuclear power deal with NextEra Energy to bring Iowa's 615-megawatt Duane Arnold Nuclear Generating Station back online. This isn't some green PR stunt—it's about getting rock-solid baseload power for Google's AI data centers. The plant should start pumping electricity by 2029.
⬤ Instead of building something from scratch, they're firing up a facility that already exists but got shut down earlier. Once it's running again, Duane Arnold will deliver 615MW of non-stop power—exactly what massive AI operations need. Training and running AI models isn't a part-time job. These systems run 24/7 and need electricity that doesn't flicker or fade.
⬤ Nuclear's becoming the go-to option for AI infrastructure, and it makes sense. Wind and solar are great, but they're inconsistent. You can't run a data center on "maybe there'll be sun tomorrow." Nuclear gives you steady, predictable output for years at a time, which is exactly what always-on compute clusters require. AI workloads don't sleep, so the power source can't either.
⬤ What's really interesting here is how tech companies are starting to reshape energy infrastructure instead of just adapting to what's already there. Restarting an entire nuclear plant to fuel future AI needs shows how far beyond software this industry has moved. For Alphabet (GOOGL), this deal signals that energy availability isn't just an operational detail anymore—it's a strategic priority that's driving decisions normally made by utilities and power planners.
Eseandre Mordi
