AI Data Center Nuclear PPAs and Utility Deals

Major hyperscaler PPAs (Microsoft, Google, Amazon, Meta) driving reactor restarts and new builds. Key deals: NextEra/Brookfield Paducah campus, NextEra Iowa restart for Google, Amazon 5 GW with X-energy, Constellation PPAs. PJM warns of involuntary outages by mid-2027, accelerating urgency. New: Sizewell B 20-year extension to 2055 tied to data center demand.