Google nears $1B nuclear power deal with Constellation

The significance here is less about Google's clean-energy accounting than about who gets to lock in firm, dispatchable nuclear output as data-center demand climbs. If a hyperscaler is willing to commit at this scale, it signals that nuclear operators hold unusual leverage in power negotiations, potentially reshaping how other large buyers approach long-term contracts. The open question is whether this becomes a template that tightens supply for everyone else.