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TRX Reddit user reviews Big Tech nuclear deals, finds most add new capacity
A Reddit user on r/stocks says they read Big Tech nuclear deal announcements and found that most add new capacity rather than buying existing power. They cite Amazon's 690 MW at Calvert Cliffs with ~190 MW of uprates and Google's 890 MW of uprates plus a 2,700 MW financial contract.
Why “Rumor”
- Only community or trader posts: r/stocks
0 independent source groups across 1 post · evidence score 9/100. How labels work
What the sources claim
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Amazon's 690 MW at Calvert Cliffs comes with about 190 MW of uprates and money toward renewing two licences.
“Amazon's 690 MW at Calvert Cliffs comes with \~190 MW of uprates”
r/stocks -
Google's deal is 890 MW of uprates plus a big 2,700 MW financial contract where the power stays on the grid.
“Google's is 890 MW of uprates plus a big 2,700 MW financial contract”
r/stocks -
The author counted 9 deals between a big tech company and CEG, VST, TLN, NEE or OKLO since 2024.
“I count 9. Seven of them add new capacity somehow”
r/stocks -
Seven of the nine deals add new capacity via a restart like Crane, uprates, or Oklo's new reactors for Meta.
“Seven of them add new capacity somehow, either a restart like Crane, uprates, or Oklo's new reactors for Meta”
r/stocks -
The two deals that do not add new capacity are Talen and Vistra's Comanche Peak, both from 2025.
“The two that don't are Talen and Vistra's Comanche Peak, and both are from 2025”
r/stocks -
A White House pledge from March involved Amazon, Google, Meta, Microsoft and a few others saying they'd buy from new or otherwise sources.
“the White House pledge from March, where Amazon, Google, Meta, Microsoft and a few others said they'd buy from "new or otherwise”
r/stocks
Sources
More in AI & Tech
Summary and claims extracted by deepseek/deepseek-flash with prompt analyze-story@3 on 2026-10-07 18:00 UTC. Labels are computed from the sources, not by the model.