Big Tech's nuclear clock

Microsoft, Meta, Amazon and Google have all signed nuclear power deals for their AI data centers. The question is when the power actually arrives.

Placed on one calendar, the deals split at 2030. Everything due before it comes from reactors that already exist: Microsoft's Three Mile Island unit (renamed Crane) restarts in 2027; Meta's 20-year deal with the running Clinton plant starts in June 2027; Amazon's Comanche Peak deal with Vistra delivers from late 2027; Google's Duane Arnold restart with NextEra is due in late 2028 or early 2029.

The new reactors come after: Google's first Kairos reactor (50 MW, Tennessee) in 2030, Meta's Oklo campus in Ohio as early as 2030, and Meta's first two TerraPower units as early as 2032.

The year shown is each deal's first expected power, taken from company announcements. They are targets, not guarantees: restarts and first-of-a-kind reactors can slip. Amazon's X-energy project is left off because published dates for it range from the early to the mid 2030s.

Sellers: Constellation (CEG), Vistra (VST), NextEra (NEE), Oklo (OKLO); Kairos and TerraPower are private.

Sources: Constellation, Meta, Vistra, NextEra, Google/Kairos, Oklo and TerraPower announcements; U.S. Department of Energy; World Nuclear News; Utility Dive; POWER. Not financial advice.