Hyperscalers
Nuclear
+6
Sep 15, 2026
•
6 min read
Two contracts, 3 gigawatts, and a floor nobody has read
Two contracts now govern roughly 3 gigawatts of American nuclear output through the 2040s. Neither discloses its floor — and the one federal floor underneath both of them expires in 2032.
Microsoft
+12
Jul 7, 2026
•
4 min read
9.8 GW of hyperscaler nuclear — and how much actually arrives this decade
The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.
