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.
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
- R1Toward 55 · confidence 98
New September 2024 AI energy-infrastructure event with primary company evidence and no durable collision.
12 Aug 2026