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# AI Power Deals
- URL: https://aiadoption.org/record/ai-power-deals/
- Published: 2026-10-26T14:12:10.000Z
- Updated: 2026-10-26T23:22:56.000Z
- Description: 22 verified power deals of 100 MW or more signed for AI data centres, nuclear, gas, geothermal and hydro, each from a party's own release or filing.
- Author: Manu
- Tags: News, AI Infrastructure, #record, #record-thread, #record-hub-infrastructure

[The AI Record](https://aiadoption.org/record/) › [Threads](https://aiadoption.org/record/#threads) › AI Power Deals

[**The AI Record**](https://aiadoption.org/record/)ThreadLatest deal 6 Oct 2026Checked 27 Oct 2026

# AI Power Deals

Which power deals have AI companies signed to run their data centres, for how much capacity, and from what source? Every deal we could find, dated, labelled and linked to its source.

**22**verified power deals

**6**companies

**1**coming up

[Download the data (CSV)](https://charts.aiadoption.org/record/ai-power-deals.csv?ref=aiadoption.org)Copy citation

Filed in [AI Infrastructure](https://aiadoption.org/ai-infrastructure-statistics/) › [AI Energy Consumption](https://aiadoption.org/ai-infrastructure-statistics/#ai-energy-consumption)

## Coming up

Start dates the parties have already set, soonest first.

1. Jun 2027  
MetaConstellation: Constellation, Meta Sign 20-Year Deal for Clean, Reliable Nuclear Energy in IllinoisMeta signed a 20-year power purchase agreement for the 1,121 MW output of Constellation's Clinton Clean Energy Center from June 2027, when Illinois' zero-emission credit programme ends. The deal adds 30 MW through uprates.Verifiednuclear[Official document →](https://www.constellationenergy.com/news/2025/constellation-meta-sign-20-year-deal-for-clean-reliable-nuclear-energy-in-illinois.html?ref=aiadoption.org)

## On one timeline

One line per kind of step. Filled dots are counted; open dots are claimed, lifted or not yet in effect. Hover or tap a dot.

Ahead

nuclear13 counted · 0 other

[](#e-amazon-talen-susquehanna-campus-ppa-2024-03)[](#e-microsoft-constellation-crane-restart-2024-09)[](#e-google-kairos-smr-agreement-2024-10)[](#e-amazon-x-energy-energy-northwest-2024-10)[](#e-meta-constellation-clinton-ppa-2025-06)[](#e-amazon-talen-susquehanna-revised-ppa-2025-06)[](#e-google-cfs-fusion-ppa-2025-06)[](#e-google-nextera-duane-arnold-restart-2025-10)[](#e-meta-oklo-pike-county-2026-01)[](#e-meta-terrapower-natrium-2026-01)[](#e-meta-vistra-nuclear-ppas-2026-01)[](#e-amazon-constellation-calvert-cliffs-2026-09)[](#e-google-constellation-uprates-supply-2026-10)

geothermal4 counted · 0 other

[](#e-google-nv-energy-fervo-geothermal-2024-06)[](#e-meta-sage-geothermal-2024-08)[](#e-meta-xgs-geothermal-2025-06)[](#e-google-fervo-cape-station-ppa-2026-09)

gas3 counted · 0 other

[](#e-meta-entergy-louisiana-richland-gas-2024-12)[](#e-oracle-voltagrid-gas-2025-10)[](#e-meta-entergy-louisiana-seven-gas-units-2026-03)

mixed1 counted · 0 other

[](#e-xai-mlgw-tva-150mw-supply-2024-11)

renewable1 counted · 0 other

[](#e-google-brookfield-hydro-framework-2025-07)

2024202520262027

## Every deal

Newest first. Each verified entry counts once; claimed entries are shown and labelled but not counted.

**What counts**

An entry is a signed power purchase agreement, supply contract or direct investment in generation (nuclear including restarts, uprates, SMRs and fusion; gas; geothermal; hydro, solar or wind; storage) of 100 MW or more, made by an AI lab, hyperscaler or AI data-centre company (Microsoft, Google, Amazon, Meta, OpenAI/Stargate, Oracle, xAI, Anthropic, CoreWeave, NVIDIA and similar) and announced by one of the parties in its own newsroom or an SEC filing. Utility-built generation contracted to serve a named company (e.g. Entergy for Meta) counts. Each agreement counts once from its announcement; a later revision that changes the capacity (Talen-Amazon 2025) is a new entry. The MW in the action is the signed amount; options and framework ceilings are noted but not counted. Memoranda of understanding, exploration or feasibility agreements, non-binding frameworks, RFPs, acquisitions without stated MW, capacity reservations for unproven technologies, deals under 100 MW and regulator rulings on these deals are listed under related. Scope note: routine wind and solar PPAs (hundreds since 2023) are not swept; renewables appear only where they are part of a named AI power deal or a framework of 1 GW or more.

1. 6 Oct 2026  
GoogleConstellation: Google and Constellation Announce Landmark Agreement to Bring 890 MW of New Nuclear Capacity to PJM Grid as Part of Long-Term Power DealGoogle signed a 20-year power purchase agreement backing 890 MW of uprates at 11 Constellation nuclear units in Illinois, Pennsylvania and New Jersey, with more than $4.3 billion of investment and the first uprate due by 2028, plus a separate 15-year supply agreement for 2,700 MW from Constellation's PJM fleet.Verifiednuclear[Official document →](https://www.constellationenergy.com/news/2026/10/google-and-constellation-announce-landmark-agreement-to-bring-890-mw-of-new-nuclear-capacity-to-pjm-grid.html?ref=aiadoption.org)
2. 30 Sep 2026  
AmazonConstellation: Constellation and Amazon Announce 20-Year Power Purchase Agreement Adding 190 Megawatts of Nuclear Capacity at Calvert CliffsAmazon signed a 20-year power purchase agreement for 690 MW from Constellation's Calvert Cliffs nuclear plant in Maryland, including 190 MW of new uprate capacity due online between 2030 and 2032, enabling more than $3 billion of investment. A related retail supply agreement supports Amazon's operations in PJM.Verifiednuclear[Official document →](https://www.constellationenergy.com/news/2026/09/constellation-and-amazon-announce-20-year-power-purchase-agreement-at-calvert-cliffs.html?ref=aiadoption.org)
3. 1 Sep 2026  
GoogleFervo Energy: Fervo Energy and Google Sign 396 MW PPA (8-K, Exhibit 99.1)Google signed a 396 MW power purchase agreement for enhanced geothermal power from Fervo's Cape Station GeoCluster in Utah, expected online in 2028, with an option to expand by about 600 MW to nearly 1 GW by June 2030.Verifiedgeothermal[Official document →](https://www.sec.gov/Archives/edgar/data/0001853868/000162828026059707/exhibit991pressrelease9126.htm?ref=aiadoption.org)
4. 27 Mar 2026  
MetaEntergy: Entergy Louisiana announces a new agreement with Meta that will deliver an additional $2B in customer savingsUnder a new agreement, Entergy Louisiana will build seven gas-fuelled combined-cycle plants totalling more than 5,200 MW, about 240 miles of 500 kV transmission and storage, paid for by Meta, and Meta will help fund up to 2,500 MW of new renewables.Verifiedgas[Official document →](https://www.entergy.com/news/entergy-louisiana-announces-a-new-agreement-with-meta-that-will-deliver-an-additional-2b-in-customer-savings?ref=aiadoption.org)
5. 9 Jan 2026  
MetaMeta: Meta Announces Nuclear Energy Projects, Unlocking Up to 6.6 GW to Power American Leadership in AI InnovationMeta signed 20-year agreements to buy more than 2.1 GW from Vistra's Perry and Davis-Besse nuclear plants in Ohio, plus 433 MW of new uprate capacity at those plants and Beaver Valley in Pennsylvania, expected in the early 2030s.Verifiednuclear[Official document →](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/?ref=aiadoption.org)
6. 9 Jan 2026  
MetaMeta: Meta Announces Nuclear Energy Projects, Unlocking Up to 6.6 GW to Power American Leadership in AI InnovationMeta will fund development of two TerraPower Natrium units of up to 690 MW, possibly operating from 2032, and holds rights to energy from up to six more units of 2.1 GW targeted by 2035.Verifiednuclear[Official document →](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/?ref=aiadoption.org)
7. 9 Jan 2026  
MetaMeta: Meta Announces Nuclear Energy Projects, Unlocking Up to 6.6 GW to Power American Leadership in AI InnovationMeta will fund early procurement and development of an Oklo advanced nuclear campus in Pike County, Ohio, with multiple Aurora powerhouses supplying up to 1.2 GW to the PJM market, possibly from 2030.Verifiednuclear[Official document →](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/?ref=aiadoption.org)
8. 27 Oct 2025  
GoogleNextEra Energy: NextEra Energy and Google Announce New Collaboration to Accelerate Nuclear Energy Deployment in the U.S.Google signed a 25-year power purchase agreement for the 615 MW Duane Arnold Energy Center in Iowa, which NextEra plans to restart and have delivering power by the first quarter of 2029, pending regulatory approval. Co-owner CIPCO will buy the remaining output on the same terms.Verifiednuclear[Official document →](https://investor.nexteraenergy.com/news-and-events/news-releases/2025/10-27-2025-203948689?ref=aiadoption.org)
9. 15 Oct 2025  
OracleVoltaGrid: VoltaGrid Collaborates with Oracle to Power Next-Gen AI Data CentersVoltaGrid will deploy 2,300 MW of natural-gas power infrastructure, fuelled through Energy Transfer's pipeline and storage network, to supply Oracle Cloud Infrastructure's AI data centres.Verifiedgas[Official document →](https://voltagrid.com/voltagrid-collaborates-with-oracle-to-power-next-gen-ai-data-centers?ref=aiadoption.org)
10. 15 Jul 2025  
GoogleBrookfield: Brookfield and Google Sign Hydro Framework Agreement to Deliver up to 3,000 MW of Homegrown Energy in the United StatesGoogle signed 20-year power purchase agreements for Brookfield's Holtwood and Safe Harbor hydro plants in Pennsylvania, worth more than $3 billion and covering 670 MW, as the first contracts under a framework for up to 3,000 MW of US hydroelectric capacity.Verifiedrenewable[Official document →](https://bep.brookfield.com/press-releases/bep/brookfield-and-google-sign-hydro-framework-agreement-deliver-3000-mw-homegrown?ref=aiadoption.org)
11. 30 Jun 2025  
GoogleCommonwealth Fusion Systems: Google and Commonwealth Fusion Systems Sign Strategic PartnershipGoogle agreed to buy 200 MW of electricity from Commonwealth Fusion Systems' first ARC fusion power plant in Chesterfield County, Virginia, which CFS expects to supply the grid in the early 2030s, and increased its equity stake in CFS.Verifiednuclear[Official document →](https://cfs.energy/news-and-media/google-and-commonwealth-fusion-systems-sign-strategic-partnership/?ref=aiadoption.org)
12. 12 Jun 2025  
MetaXGS Energy: XGS Energy and Meta to Partner on 150 MW Advanced Geothermal ProjectMeta signed an agreement with XGS Energy to support development of 150 MW of next-generation geothermal power on the PNM grid in New Mexico, in two phases both projected to operate by 2030, to support Meta's New Mexico data centre operations.Verifiedgeothermal[Official document →](https://www.xgsenergy.com/xgs-energy-and-meta-to-partner-on-150-mw-advanced-geothermal-project/?ref=aiadoption.org)
13. 11 Jun 2025  
Amazon (AWS)Talen Energy: Talen Energy Expands Nuclear Energy Relationship with Amazon (8-K, Exhibit 99.1)Talen will supply Amazon 1,920 MW of carbon-free power from the Susquehanna nuclear plant at full contract quantity through 2042, with options to extend, ramping to full volume no later than 2032\. The co-located arrangement becomes a front-of-the-meter supply after transmission changes expected in spring 2026.Verifiednuclear[Official document →](https://www.sec.gov/Archives/edgar/data/1622536/000162828025030559/a20250611pressreleasebusin.htm?ref=aiadoption.org)
14. 5 May 2025  
xAIMemphis Light, Gas and Water: Update to the public regarding utility support for xAIMLGW said the TVA board approved 150 MW of grid power for xAI's Memphis (Paul Lowery Road) site, which is receiving 150 MW through two substations built at xAI's expense, under a signed TVA-xAI-MLGW agreement requiring xAI to curtail use when demand is high. A second 150 MW request, for 300 MW in total, awaited TVA approval.Verifiedmixed[Official document →](https://www.mlgw.com/images/content/files/pdf/new/5-5-25%20xAI%20Update.pdf?ref=aiadoption.org)
15. 6 Dec 2024  
MetaEntergy: Entergy Louisiana to power Meta's data center in Richland ParishEntergy Louisiana will build three combined-cycle combustion turbines with a combined capacity of 2,260 MW, two in Richland Parish, to serve Meta's new data centre, expected online between 2028 and 2029 pending regulatory approval. Meta also committed to 1,500 MW of new solar and storage resources.Verifiedgas[Official document →](https://www.entergy.com/news/entergy-louisiana-power-meta-s-data-center-in-richland-parish?ref=aiadoption.org)
16. 16 Oct 2024  
AmazonX-energy: Amazon Invests in X-energy to Support Advanced Small Modular Nuclear Reactors and Expand Carbon-Free PowerAmazon anchored an approximately $500 million Series C-1 round in X-energy and will initially support a four-unit, 320 MW Xe-100 project with Energy Northwest in central Washington, with an option to expand to 12 units and 960 MW. The companies aim to bring more than 5 GW of new projects online across the US by 2039.Verifiednuclear[Official document →](https://x-energy.com/news/amazon-invests-in-x-energy-to-support-advanced-small-modular-nuclear-reactors-and-expand-carbon-free-power/?ref=aiadoption.org)
17. 14 Oct 2024  
GoogleGoogle: Google signs advanced nuclear clean energy agreement with Kairos PowerGoogle signed what it calls the world's first corporate agreement to buy nuclear energy from multiple small modular reactors developed by Kairos Power, enabling up to 500 MW of new 24/7 carbon-free power. The first reactor is targeted for 2030, with more deployed through 2035.Verifiednuclear[Official document →](https://blog.google/company-news/outreach-and-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement/?ref=aiadoption.org)
18. 20 Sep 2024  
MicrosoftConstellation: Constellation to Launch Crane Clean Energy Center, Restoring Jobs and Carbon-Free Power to the GridMicrosoft signed a 20-year power purchase agreement with Constellation that allows the restart of Three Mile Island Unit 1, renamed the Crane Clean Energy Center, adding about 835 MW of carbon-free energy to the grid. The plant is expected to be online in 2028.Verifiednuclear[Official document →](https://www.constellationenergy.com/news/2024/Constellation-to-Launch-Crane-Clean-Energy-Center-Restoring-Jobs-and-Carbon-Free-Power-to-The-Grid.html?ref=aiadoption.org)
19. 26 Aug 2024  
MetaMeta: New Geothermal Energy Project to Support Our Data CentersMeta signed an agreement with Sage Geosystems for up to 150 MW of new geothermal baseload power to support its data centres, with the first phase targeted to be operating in 2027.Verifiedgeothermal[Official document →](https://about.fb.com/news/2024/08/new-geothermal-energy-project-to-support-our-data-centers/?ref=aiadoption.org)
20. 11 Jun 2024  
GoogleGoogle: How Google is helping create a new model for clean energy (Clean Transition Tariff with NV Energy)Google and NV Energy announced an energy supply agreement under a new Clean Transition Tariff, through which NV Energy worked with Fervo Energy to add 115 MW of new enhanced geothermal power to supply Google's Nevada data centres. The tariff was pending approval by the Public Utilities Commission of Nevada.Verifiedgeothermal[Official document →](https://blog.google/company-news/outreach-and-initiatives/sustainability/google-clean-energy-partnership/?ref=aiadoption.org)
21. Mar 2024  
Amazon (AWS)Talen Energy: Form S-1/A registration statement (Amendment No. 2), description of the AWS Data Campus sale and PPAAWS bought Talen's Cumulus data centre campus beside the Susquehanna nuclear plant for $650 million, with a power purchase agreement for up to 960 MW. AWS's minimum commitments rise in 120 MW steps each year, with a one-time option to cap them at 480 MW; the initial term is 18 years with two 10-year extensions at AWS's option.Verifiednuclear[Official document →](https://www.sec.gov/Archives/edgar/data/1622536/000162828024031004/talen-sx1a2.htm?ref=aiadoption.org)

## Related, not counted

Exploration agreements, frameworks, RFPs, regulator rulings and deals under 100 MW near this question, outside the rule.

1. 19 Oct 2026  
AmazonAEP: AEP Partners with Amazon and X-energy to Explore Advanced Nuclear Energy in IndianaAEP's Indiana Michigan Power and X-energy signed a joint development agreement to study a 960 MW, 12-unit Xe-100 plant at the retired Breed coal plant site in Sullivan County, Indiana, with Amazon funding development and intending to buy the power under a long-term contract.Verified[Official document →](https://www.aep.com/news/stories/view/12330/?ref=aiadoption.org)
2. 22 Jun 2026  
MicrosoftMicrosoft: Powering the next wave of AI: Expanding capacity with our new datacenter in PecosMicrosoft announced a campus of about 2 GW in Pecos, Texas, that will run at launch on a co-located natural gas plant behind the meter, paid for by Microsoft, with grid connection over time.Verified[Official document →](https://blogs.microsoft.com/blog/2026/06/22/powering-the-next-wave-of-ai-expanding-capacity-with-our-new-datacenter-in-pecos/?ref=aiadoption.org)
3. 27 Apr 2026  
MetaMeta: Powering AI, Strengthening the Grid: Innovation in Space Solar Energy and Long-Duration StorageMeta made a capacity reservation of up to 1 GW of space-based solar power from Overview Energy, with US grid delivery possible from 2030, and reserved up to 1 GW / 100 GWh of ultra-long-duration storage from Noon Energy, starting with a 25 MW / 2.5 GWh pilot due in 2028.Verified[Official document →](https://about.fb.com/news/2026/04/powering-ai-strengthening-the-grid-space-solar-energy-and-long-duration-storage/?ref=aiadoption.org)
4. 22 Dec 2025  
Google (Alphabet)Alphabet: Alphabet Announces Agreement to Acquire Intersect to Advance U.S. Energy InnovationAlphabet agreed to buy data-centre and energy developer Intersect for $4.75 billion in cash plus assumed debt, including multiple gigawatts of energy and data-centre projects in development or under construction with Google, such as a co-located site in Haskell County, Texas.Verified[Official document →](https://abc.xyz/investor/news/news-details/2025/Alphabet-Announces-Agreement-to-Acquire-Intersect-to-Advance-U-S--Energy-Innovation-2025-DVIuVDM9wW/?ref=aiadoption.org)
5. 20 Aug 2025  
MetaEntergy: Entergy Louisiana receives LPSC approval for major infrastructure investments to support Meta's data center and improve reliabilityEntergy said the Louisiana Public Service Commission approved three new combined-cycle gas plants (two in Richland Parish, online late 2028, and one at Waterford, by end of 2029), new transmission and up to 1,500 MW of solar to serve Meta's data centre.Verified[Official document →](https://www.entergy.com/news/entergy-louisiana-receives-lpsc-approval-for-major-infrastructure-investments-to-support-metas-data-center-and-improve-reliability?ref=aiadoption.org)
6. 18 Aug 2025  
GoogleKairos Power: Google, Kairos Power, TVA Collaborate to Meet America's Growing Energy NeedsTVA signed a power purchase agreement for up to 50 MW from Kairos Power's Hermes 2 plant in Oak Ridge, Tennessee, due to operate in 2030, with Google receiving the clean energy attributes for its data centres in Tennessee and Alabama.Verified[Official document →](https://www.kairospower.com/updates/google-kairos-power-tva-collaborate-to-meet-americas-growing-energy-needs?ref=aiadoption.org)
7. 7 May 2025  
GoogleGoogle: Google and Elementl Power advance nuclear energy site developmentGoogle will provide early-stage capital to help Elementl Power prepare three potential US sites for advanced nuclear projects of at least 600 MW each, with an option to buy the power commercially once complete.Verified[Official document →](https://blog.google/feed/google-and-elementl-nuclear-energy-site-development/?ref=aiadoption.org)
8. 18 Dec 2024  
SwitchSwitch: Oklo and Switch Form Landmark Strategic Relationship to Deploy 12 Gigawatts of Advanced Nuclear PowerData-centre operator Switch and Oklo signed a non-binding master power agreement for up to 12 GW of Oklo Aurora powerhouses through 2044, with binding PPAs to follow as project milestones are reached.Verified[Official document →](https://www.switch.com/oklo-and-switc?ref=aiadoption.org)
9. 3 Dec 2024  
MetaMeta: Accelerating the Next Wave of Nuclear to Power AI InnovationMeta announced a request for proposals to find nuclear developers to add 1 to 4 GW of new US nuclear generation capacity, starting in the early 2030s.Verified[Official document →](https://sustainability.atmeta.com/blog/2024/12/03/accelerating-the-next-wave-of-nuclear-to-power-ai-innovation/?ref=aiadoption.org)
10. 1 Nov 2024  
Amazon (AWS)Federal Energy Regulatory Commission: Order Rejecting Amendments to Interconnection Service Agreement, 189 FERC ¶ 61,078 (Docket ER24-2172)FERC rejected PJM's amended interconnection service agreement for Talen's Susquehanna nuclear plant, which would have raised the co-located load serving the AWS data centre campus from 300 MW to 480 MW.Verified[Official document →](https://www.ferc.gov/sites/default/files/2024-11/20241101-3061%5FER24-2172-000.pdf?ref=aiadoption.org)
11. 16 Oct 2024  
AmazonAmazon: Amazon signs agreements for innovative nuclear energy projects to address growing energy demandsAmazon signed an agreement with Dominion Energy to explore developing a small modular reactor project near Dominion's North Anna nuclear station in Virginia, which would bring at least 300 MW to the region.Verified[Official document →](https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero?ref=aiadoption.org)
12. 1 May 2024  
MicrosoftBrookfield Renewable: Brookfield and Microsoft Collaborating to Deliver Over 10.5 GW of New Renewable Power Capacity Globally (6-K Exhibit 99.1)Microsoft and Brookfield signed a five-year global renewable energy framework agreement providing a pathway for Brookfield to deliver over 10.5 GW of new renewable capacity between 2026 and 2030 in the US and Europe.Verified[Official document →](https://www.sec.gov/Archives/edgar/data/1533232/000117184324002391/exh%5F991.htm?ref=aiadoption.org)
13. 10 May 2023  
MicrosoftHelion: Helion announces world's first fusion PPA with MicrosoftMicrosoft agreed to buy electricity from Helion's first fusion plant, expected online by 2028 and targeting 50 MW or more after a one-year ramp-up, with Constellation as power marketer.Verified[Official document →](https://helionenergy.com/newsroom/helion-announces-worlds-first-fusion-ppa-with-microsoft?ref=aiadoption.org)

**How this thread is kept**

Every entry links to the official document itself: the order, law, filing or statement, with an archived copy where one exists. Steps known only from news reports are left out, so our count can be lower than press tallies. New entries are added when we find their official text. [How the Record works](https://aiadoption.org/editorial-standards/#the-ai-record) · [Report an error or a missing deal](https://aiadoption.org/corrections/)