The full story
OpenAI rents computing power from cloud companies. Microsoft Azure and CoreWeave are two of them, not the full list.
Those clouds run on Nvidia chips. Nvidia buys fast memory from Micron and SK hynix.
Then there is electricity. In September 2024 Microsoft signed a 20-year deal to buy power from Constellation, so that Three Mile Island Unit 1 can reopen. That unit closed in 2019. It is not the unit from the 1979 accident; that was Unit 2. Constellation says it expects to spend about $1.6 billion to bring it back. The plant is not running yet. Constellation says it expects a 2027 restart, and that still needs approvals.
The power deal is for Microsoft's data centers in general, not for ChatGPT alone. This map shows who does business with whom, not how your subscription is divided.
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Where the numbers come from
- Microsoft 10-Q, quarter to 30 Sep 2025sec.gov
- Korea Times, 29 Oct 2025koreatimes.co.kr
- CoreWeave, Sep 2025coreweave.com
- OODA Loop / Reuters summaryoodaloop.com
Show all 31 sources
- Microsoft Azure blog, 9 Oct 2025azure.microsoft.com
- Nvidia blogblogs.nvidia.com
- Interesting Engineeringinterestingengineering.com
- CNBC, 18 Nov 2025cnbc.com
- Nuclear News Network tracker, verified 16 Oct 2026nuclearnewsnetwork.com
- ANS, 3 Apr 2026ans.org
- Constellation 10-K FY2025sec.gov
- Nasdaq/Zacksnasdaq.com
- POWERpowermag.com
- Constellation via StreetInsiderstreetinsider.com
- WNN, ahead-of-scheduleworld-nuclear-news.org
- Microsoft, 27 Apr 2026blogs.microsoft.com
- Reuters, 27 Apr 2026reuters.com
- CoreWeave, 10 Mar 2025coreweave.com
- Reuters, 10 Mar 2025reuters.com
- SEC contract filingsec.gov
- Microsoft Azure, 2 Oct 2024azure.microsoft.com
- CoreWeave H200 docs, updated 23 Jun 2026docs.coreweave.com
- Nvidia H200 announcementnvidianews.nvidia.com
- Micron, 26 Feb 2024micron.gcs-web.com
- Reuters, 26 Feb 2024reuters.com
- Reuters, 24 Apr 2025reuters.com
- SK hynix, 16 Mar 2026news.skhynix.com
- Constellation, 20 Sep 2024constellationenergy.com
- World Nuclear Newsworld-nuclear-news.org
- World Nuclear News, 19 Nov 2025world-nuclear-news.org
- NEI Magazine, 27 Nov 2025neimagazine.com


