Alphabet has agreed to buy 20 years of nuclear power from Constellation Energy, covering 890 megawatts of new power that Constellation will spend $4.3 billion to bring online on the PJM grid. Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian break down Big Tech’s growing list of nuclear deals, why power has become one of the AI buildout’s biggest bottlenecks, why behind-the-meter power may only temporarily ease stress on the grid, and why utility stocks, including Constellation, are lagging the rest of the AI infrastructure trade.
Watch The 8:30 live weekdays 8:30-9:30am ET.
00:00 Google buys 20 years of nuclear power from Constellation
00:55 Big Tech’s growing list of nuclear deals
01:50 Is it enough power?
02:04 Power is AI’s biggest bottleneck
02:45 Behind-the-meter power and the grid
03:32 Why utility stocks are lagging
#NuclearEnergy #AI #Utilities #YahooFinance
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