Mapping the firm-power stack behind Google's massive nuclear deal: CEG, TLN, VST, Hubbell, Bloom
demian_ai · x · 2026-10-08
zorgresearch breaks down the firm-power landscape around Google's huge nuclear contract: Constellation (largest US nuclear fleet, with Amazon adding 190 MW at Calvert Cliffs), Talen's Susquehanna already feeding AWS up to 1.9 GW through 2042 with 4 GW of DC sites in the pipeline, Vistra riding the same ERCOT/PJM capacity bid, an interconnection bottleneck layer (Hubbell transformers with multi-year lead times, Quanta/EMCOR for MEP), and Bloom Energy's onsite fuel cells racing toward 2 GW annual production by year end.
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