# Where data center nuclear power is actually coming from > Five deals reported this fall add about 1,640 megawatts of nuclear capacity tied to technology companies, all of it from uprates at plants that already exist. The new-reactor projects in the same reports name no data center buyer. Source: https://savrn.com/blog/data-center-nuclear-power Author: Chad Everett Harris Published: 2026-10-13 --- The nuclear power that technology companies are buying for their data centers and AI work, in the deals reported this fall, is coming from reactors that already exist. Reports published between September 22 and October 8, 2026 describe five arrangements in which a technology company pays for nuclear power or for the uprates that produce it. In each one the power comes from an existing plant, through a long-term contract, an uprate, or both 1, 2, 7, 10, 11. The same reports describe four new-reactor projects in the United States in detail. Those four projects name no data center or technology company as the buyer of their power 3, 6, 9. SAVRN analysis: The new capacity tied to technology companies in these reports adds up to about 1,640 megawatts, all of it from uprates: 890 for Google at Constellation plants, 433 for Meta at Vistra plants, about 190 for Amazon at Calvert Cliffs, about 96 paid for by Google in Georgia and 30 for Meta at a Constellation plant 1, 2, 7, 10, 11. That is a tally of what these reports itemize. It is not a count of the whole market. ## The arrangements tracked in this report The table below lists nine nuclear arrangements. In five, a technology company is the buyer or the funder, and all five rest on existing plants. Four are new-reactor projects with no data center buyer named. The reporting mentions other projects in passing, so this is a working list and not a census of the market.
Nine nuclear arrangements Five paid for by technology companies, four new-reactor projects
11 Constellation units at six sites in Illinois, Pennsylvania and New Jersey
Uprate with a 20-year power purchase agreement
Google (buyer); Constellation (owner). 890 MW of new capacity, plus a separate 15-year agreement for 2,700 MW of existing generation. Status: announced October 2026; first uprate expected 2028, the rest in the early 2030s. 1, 10, 11
Beaver Valley (Pennsylvania), Davis-Besse and Perry (Ohio)
Uprate and life extension with 20-year power purchase agreements
Meta (buyer); Vistra (owner); Department of Energy (conditional loan commitment of up to $4.2 billion). 433 MW of new capacity inside agreements for more than 2,600 MW. Status: purchases begin late 2026; capacity added through 2034. 10, 11
Calvert Cliffs (Maryland)
Uprate and relicensing with a 20-year power purchase agreement
Amazon (buyer); Constellation (owner). About 190 MW of new capacity inside an agreement for 690 MW. Status: announced September 30, 2026; new capacity expected between 2030 and 2032. 1, 2
Plants Vogtle and Hatch (Georgia)
Uprate under a new utility tariff
Google (pays for the uprates and receives the zero-emission credits); Georgia Power (part owner). About 96 MW of new capacity, serving Georgia Power customers. Status: pending approval by the Georgia Public Service Commission. 7, 11
Constellation plant or plants, one identified only as in Illinois
Power purchase agreement, with a small uprate reported separately
Meta (buyer); Constellation (owner). 1,121 MW of nuclear energy; a 30 MW uprate. Status: signed in 2025; deliveries begin June 2027. 2, 10
Clinch River Unit 1 (Tennessee)
New reactor
Tennessee Valley Authority (owner); no buyer named. 300 MW. Status: construction permit issued; start date and cost not set; could operate around 2032. 3
Kemmerer Unit 1 (Wyoming)
New reactor
TerraPower (developer); Department of Energy (cost share of up to $2 billion); no buyer named. 345 MW. Status: under construction; completion planned for 2030, operation by 2031. 6, 9
Seadrift (Texas)
New reactors
X-energy (developer); Dow (site owner and user); Department of Energy (cost share of up to $2.1 billion). Four 80 MW reactors. Status: not yet licensed; Dow investment decision in 2028 at the earliest; operation in the early 2030s. 9
Port of Victoria (Texas)
Gas plant that converts to new reactors
Blue Energy (developer); no buyer named. Not stated. Status: first half of the construction permit application filed; investment decision expected 2027. 6

What to take from this

## Technology companies are paying existing plants to produce more Constellation Energy signed 20-year power purchase agreements with Amazon and Google within a week of each other 1. The Amazon agreement, announced on September 30, 2026, covers 690 megawatts from the 1,790-megawatt Calvert Cliffs plant in Maryland, including about 190 megawatts of new capacity expected between 2030 and 2032 1, 2. The companies said the agreement allows for more than $3 billion of investment in Maryland, and Constellation said the revenue lets it relicense the plant for another two decades 2.
A steam turbine in copper with blueprint linework
Illustration: a steam turbine. An uprate upgrades turbines and other equipment outside the reactor so an existing unit produces more power.
The Google agreement supports 890 megawatts of new capacity through uprates at 11 existing units in Illinois, Pennsylvania and New Jersey, backed by $4.3 billion of investment by Constellation 1. All 11 units are in PJM, the grid operator for 13 states from Illinois to New Jersey and the District of Columbia 1, 2. Constellation expects the first of those uprates in 2028 and the full set in the early 2030s 10. One project adds 348 megawatts at the Limerick plant near Philadelphia, and another adds 97 megawatts at the Salem plant in New Jersey 10. Vistra has 20-year agreements to supply Meta with more than 2,600 megawatts from Beaver Valley in Pennsylvania and Davis-Besse and Perry in Ohio, including 433 megawatts of new capacity from uprates 11. The Department of Energy announced a conditional loan commitment of up to $4.2 billion for that work one day before the Google announcement 11. Meta's purchases begin in late 2026, with capacity added through 2034 11. In Georgia, Google will pay for uprates on Georgia Power's share of Plants Vogtle and Hatch that add about 96 megawatts 7. That capacity serves Georgia Power customers. Google subscribes to a new tariff and receives the zero-emission credits, which represent the carbon-free attributes of the added output 7. The agreement is subject to approval by the Georgia Public Service Commission 7. Google said the Constellation agreement brings the new nuclear capacity it has helped enable in the United States, through uprates and reactor restarts, to more than 1.5 gigawatts 11. The sources itemize 986 megawatts of that: 890 at Constellation plants and about 96 in Georgia 1, 7. SAVRN analysis: Google's count includes restarts and projects the sources do not break out, so its 1.5 gigawatts and the 986 megawatts itemized here measure different things 11. ## Contracted power and new capacity are two different numbers In the Google, Amazon and Vistra deals, the total contracted is larger than the capacity added. Google's overall arrangement with Constellation covers 3,590 megawatts: the 890 megawatts of uprates and a separate 15-year agreement for 2,700 megawatts of Constellation's existing generation in PJM 11. Only the 890 megawatts is new capacity 11.
New nuclear capacity tied to technology companies
Planned uprate capacity by arrangement. Contracted output from existing generation is not included. Source: Canary Media; Industry Dive, Utility Dive; Power Engineering, Clarion Events.
The Amazon agreement shows the same gap. Amazon receives 690 megawatts from Calvert Cliffs, of which about 190 megawatts is new 2. Constellation said all of the plant's electricity will flow to the PJM grid as usual 2. Vistra's agreements with Meta cover more than 2,600 megawatts, of which 433 megawatts is new 11. SAVRN analysis: Across those three deals the buyers contracted for at least 6,880 megawatts, and about 1,510 megawatts of it, a little over one fifth, is capacity that did not exist before 2, 11. The rest is generation that already exists, now committed to a single buyer for 15 to 20 years. Anyone sizing these deals against data center demand should count the new capacity, because most of the larger figure is power the grid already had. The existing megawatts still matter for a different reason. Constellation said the Amazon revenue lets it relicense Calvert Cliffs for another two decades, so these contracts also help keep running plants running 2. The new capacity also arrives in stages. The first Google-backed uprate is expected in 2028, the Calvert Cliffs capacity between 2030 and 2032, and the Vistra capacity through 2034 1, 10, 11. ## Constellation's Google-backed uprates cost less than half as much per kilowatt as Vogtle An uprate replaces or upgrades turbines, steam generators, digital controls and other equipment outside the reactor itself so the same unit produces more electricity 10. Constellation puts the budget for its Google-backed program at just over $4,800 per kilowatt 10. Canary Media reported that this is well above the cost of utility-scale solar with energy storage or a new combined-cycle gas plant, and less than half the per-kilowatt cost of Vogtle Units 3 and 4 in Georgia 10. Those two reactors finished seven years late at more than double their original $14 billion budget 10.
A grid interconnection point in copper with blueprint transmission lines
Illustration: a grid interconnection point. At least three of the five technology-company arrangements are in the PJM market.
Not every uprate is priced that way. Utility Dive described the Amazon deal as centered on a $3 billion, 190-megawatt expansion of Calvert Cliffs 1. The companies said the figure covers Maryland infrastructure that includes renovations at the plant, so it is not a clean cost for the 190 megawatts alone 2. What the buyer gets for that price is output that rarely stops. The Department of Energy puts the average capacity factor of U.S. nuclear plants at 92.3%, against 59.9% for combined-cycle gas plants and 23.4% for solar installations 10. Judi Greenwald, president and CEO of the Nuclear Innovation Alliance, called uprates "the fastest, most practical and cost-effective ways to add reliable, clean nuclear capacity" for the near term 10. Uprate potential is finite. Julien Dumoulin-Smith, an analyst at Jefferies, cited an estimated 3 to 5 gigawatts nationwide and said the Constellation and Vistra deals account for most of the potential in PJM 10. The Trump administration wants to add 5 gigawatts of nuclear capacity by 2029 without deploying a new reactor 10. At least three of the five technology-company arrangements are in PJM 1, 2, 11. The grid operator is short about 6.8 gigawatts of new capacity 1. Demand across its 13 states is expected to grow more than 5% a year for the next 10 years, and retail power prices are expected to rise as much as 60% by 2030 10. PJM says it welcomes new capacity even at a premium price 10. SAVRN analysis: Those conditions help explain why buyers pay more for uprates than for solar or gas. They also show the ceiling. The whole national uprate estimate is smaller than PJM's shortfall alone. ## New reactors are advancing with no data center buyer named The Nuclear Regulatory Commission issued the Tennessee Valley Authority a construction permit for Clinch River Unit 1, a 300-megawatt small modular reactor of the BWRX-300 design near Oak Ridge, Tennessee 3. TVA is the first utility authorized to build that design 3. When it applied, TVA said the reactor could begin operating around 2032. It is not yet clear when construction will start or what the project will cost, and TVA is still negotiating a cost-sharing plan with industry partners 3.
A reactor containment building in copper with blueprint linework
Illustration: a reactor containment building. The new-reactor projects tracked here are licensed, funded or proposed, and none names a data center buyer.
TerraPower broke ground in April 2026 on Kemmerer Unit 1 in Wyoming, a 345-megawatt sodium-cooled reactor 6. Its schedule calls for construction to finish in 2030 and commercial operation by 2031 6. TerraPower and its contractor Bechtel could not agree on the next phase of the project, and TerraPower said the timeline would not change 6. The project has been awarded up to $2 billion in federal cost-sharing funds 9. X-energy is working to bring four 80-megawatt reactors online at a Dow chemical site in Seadrift, Texas, in the early 2030s 9. The Department of Energy said in August 2026 that it would award X-energy $1 billion, and Canary Media put the project's federal funding at up to $2.1 billion 9. In 2023 X-energy estimated the cost of the full program at $4.75 billion to $5.75 billion 9. The project does not yet have a license from the Nuclear Regulatory Commission, and Dow is expected to decide whether to invest in 2028 at the earliest 9. The reactors would supply heat and power to Dow's plant 9. Blue Energy filed the first half of a construction permit application for a plant at the Port of Victoria, Texas, that would start on gas turbines and add BWRX-300 reactors later 6. It expects an investment decision in 2027 and plans to file the second half of the application in late 2027 6. SAVRN analysis: Technology companies do appear on the new-reactor side of this reporting, as investors. X-energy is described as Amazon-backed, and Kairos Power, another reactor developer, as Google-backed 9. What the reporting does not show is a contract in which a data center buys the output of any of these four projects. Dow is the named user at Seadrift, and the other three name no buyer 3, 6, 9. The earliest operating date stated for any of them is 2031, at Kemmerer, three years after the first uprate megawatts are due 6, 10. Seadrift is given only as the early 2030s, and Port of Victoria has no date 6, 9. Canary Media reported that only a handful of reactors are under construction in the United States and that experts expect few if any to come online before 2030 4. ## Licensing rules are changing while the regulator loses staff An executive order from President Trump directs the Nuclear Regulatory Commission to carry out sweeping regulatory reforms by the end of 2026 4. The order also made it federal policy to quadruple the commercial reactor fleet by 2050 4. The commission has started several dozen rulemakings since the order 4. One proposed rule would reduce reporting requirements for nonemergency events, remove the expiration date on standard design approvals, allow more staffing flexibility in control rooms and change seismic risk requirements 4. Another proposed change would give developers more flexibility to make design changes during construction without asking the commission for permission 4. Lengthy design-change reviews contributed to the delays at the two AP-1000 reactors built in Georgia 4. The Government Accountability Office found that the commission lost about 500 staff, on net, from July 2024 through June 2026, most of them to voluntary retirement 5. The commission expects more applications for new reactor licenses 5. Congress gave it three new workforce authorities in July 2024, and by July 2026 it had used one of them, awarding $335,000 in performance bonuses to 18 staff 5. SAVRN analysis: Licensing matters to the question in the title because both paths run through the same regulator. An extended uprate raises a reactor's licensed power level, and a new reactor needs a construction permit from the commission 3, 7. TVA said the commission finished its review of the Clinch River permit ahead of schedule 3. Whether it can keep that pace with fewer staff and more applications is the open question the GAO findings raise 5. ## What this reporting does not settle SAVRN analysis: These points are open, and they limit how far the finding reaches. - The evidence is eleven news and government reports from a 17-day window. Arrangements they do not itemize are not counted. - The buyers are technology companies. The reporting ties the power to their data centers and AI operations in general terms and does not name the facilities 1, 2. - Two reports describe a 2025 agreement between Constellation and Meta, one as 1,121 megawatts beginning June 2027 and one as a 30-megawatt uprate. They do not say whether this is one agreement or two 2, 10. - The reporting gives a cost for Constellation's uprate program and none for the Clinch River, Kemmerer or Port of Victoria projects 3, 6, 10. - Kairos Power holds a construction permit and is Google-backed. Nothing more is reported about its project or its customer 9. - Constellation is spending $1.6 billion to restart a reactor at the Pennsylvania plant formerly known as Three Mile Island. Its buyer is not named 10. - Ontario Power Generation has signed the first contract toward refurbishing four reactors at the Pickering plant, pending regulatory approval. The reporting gives that work no data center connection 8. - The Georgia agreement is not yet approved, and several of the dates above are company expectations 7, 10. ## How SAVRN builds for this SAVRN builds AI factories that generate their own power on site and run water-free cooling, with a training institute at the front of every campus that reskills the local workforce. SAVRN also publishes and maintains public research tools that track the same trends this article covers: the [Data Center Moratorium Tracker](/data-center-moratorium-tracker), the [Water Tracker](/data-center-water-tracker), the [Data Center Delay Tracker](/data-center-delay-tracker), the [Grid Operator Watchlist](/data-center-grid-operator-watchlist), the [Capital Atlas](/data-center-capital-atlas) and the US Data Center Map. ## What to do next SAVRN analysis: The steps below follow from the two timelines in this reporting, uprates from 2028 and new reactors from 2031. 1. Operators planning on new nuclear capacity before 2030 should start with uprates and ask each plant owner how much uprate capacity is still uncommitted. 2. Operators should separate new capacity from existing generation in every nuclear agreement they evaluate, and size their plans to the new capacity. 3. Utilities should study the tariff structure proposed in Georgia, where the large customer pays for the uprate and Georgia Power says other customers are protected from its cost. 4. Capital partners should underwrite new-reactor projects on their investment-decision dates, which fall in 2027 and 2028 for the projects reported here. 5. Regulators should staff licensing reviews to match the application volume they expect, so that permits issued in this decade become plants in the early 2030s. ## Frequently asked questions ### How much new nuclear capacity is Google paying for at Constellation plants? Google's 20-year agreement with Constellation supports 890 megawatts of new capacity through uprates at 11 existing units in Illinois, Pennsylvania and New Jersey 1. A separate 15-year agreement covers 2,700 megawatts of Constellation's existing generation, which is not new capacity 11. ### When will the Google-backed uprates come online? Constellation expects to finish the first Google-backed uprate by 2028 and the full set in the early 2030s 10. ### What does Amazon get from the Calvert Cliffs agreement? Amazon will receive 690 megawatts from the Calvert Cliffs plant in Maryland under a 20-year agreement, including about 190 megawatts of new capacity 2. The new capacity is expected to come online between 2030 and 2032 2. ### How much nuclear power is Meta buying from Vistra? Vistra has 20-year agreements to supply Meta with more than 2,600 megawatts from Beaver Valley, Davis-Besse and Perry, including 433 megawatts of new capacity from uprates 11. Meta's purchases begin in late 2026, with capacity added through 2034 11. ### What is a nuclear uprate? An uprate upgrades turbines, steam generators, digital control systems and other equipment outside the reactor so that an existing unit produces more electricity 10. An extended power uprate lets the reactor run at a higher licensed thermal power level 7. ### How much do uprates cost compared with a new reactor? Constellation puts its Google-backed uprate program at just over $4,800 per kilowatt 10. That is less than half the per-kilowatt cost of Vogtle Units 3 and 4, which finished seven years late at more than double their original $14 billion budget 10. ### How much uprate capacity is available in the United States? A Jefferies analyst cited an estimated 3 to 5 gigawatts of uprate potential nationwide 10. He said the Constellation and Vistra deals represent most of the potential in PJM 10. ### When could the first BWRX-300 reactor in the United States operate? The Tennessee Valley Authority said its Clinch River reactor could begin operating around 2032 3. The Nuclear Regulatory Commission has issued a construction permit, and the start of construction and the project's cost are not yet set 3. ### When is TerraPower's Kemmerer reactor due? TerraPower's schedule for Kemmerer Unit 1 in Wyoming calls for construction to finish in 2030 and commercial operation by 2031 6. ### Does Google's Georgia uprate supply a Google data center directly? The roughly 96 megawatts added at Plants Vogtle and Hatch serves Georgia Power customers 7. Google pays for the uprates through a new tariff and receives the zero-emission credits associated with the added output, and the agreement still needs approval by the Georgia Public Service Commission 7.
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