Big tech has contracted over 10 GW of nuclear power, but contracts aren't generation
ingliguori · x · 2026-11-04
Analyst ingliguori notes Big Tech has contracted well over 10 GW of nuclear capacity — a commitment, not operating generation. For tracking AI infrastructure power supply, he argues contracted, permitted, and online capacity should be measured separately, and current evidence doesn't quantify how much future AI demand these deals will actually cover.
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