Competitive race

Microsoft power deal plans Three Mile Island restart

Constellation signed a 20-year agreement for Microsoft to buy power from a planned restart of Three Mile Island Unit 1, dedicating approximately 835 megawatts of carbon-free generation to rising data-center demand.

CURRENT ASSESSMENT · REVISION 1
TOWARD DOOM55confidence 98/100

Why it moved the index

The long-term power commitment demonstrates how AI data-center demand is reshaping generation infrastructure and locking in large energy supply for compute expansion, while regulatory approval and restart execution remained pending.

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Assessment history

  1. R1
    Toward 55 · confidence 98

    New September 2024 AI energy-infrastructure event with primary company evidence and no durable collision.

    12 Aug 2026