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Walmart's First Nuclear Deal Shows Demand Beyond AI Data Centers

Par : BeauHD
24 juin 2026 à 19:00
An anonymous reader quotes a report from Barron's: Walmart is signing a long-term contract to buy nuclear power for the first time ever, a promising sign that the industry's future is supported by more than just the AI data center boom. The retail giant agreed on Tuesday to buy power from a nuclear plant in Illinois owned by Constellation Energy for its operations in the area, including its stores and a high-tech warehouse in Illinois that stores and sorts perishable food. Walmart will buy 176 megawatts of power from the plant over a 15-year period, or enough power to serve around 150,000 homes. The Walmart deal will allow Constellation to expand the capacity of the Illinois plant by 30 megawatts, a process known as an uprate, which can involve replacing older equipment and improving efficiency. Walmart, which has pledged to eliminate net carbon emissions from its U.S. operations by 2040, will also receive the environmental attributes associated with the nuclear energy, which generates electricity without carbon emissions. Further reading: Trump Admin Announces $17.5 Billion In Loans For 10 New Large Nuclear Reactors

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Trump Admin Announces $17.5 Billion In Loans For 10 New Large Nuclear Reactors

Par : BeauHD
24 juin 2026 à 16:00
An anonymous reader quotes a report from the Associated Press: The Trump administration is providing $17.5 billion to speed the development of 10 new large nuclear reactors to meet the skyrocketing power demand from massive data centers. Energy Secretary Chris Wright cited "tremendous interest" among developers of data centers that would buy the power, as well as utilities and energy companies. The nuclear plants could begin construction by 2030 and become operational in the mid-2030s, Wright and other officials said Tuesday. "This is the start," Wright said on a call with reporters. "We're going to move with the players that are ready to stand up and move quickly. Once that supply chain is up and running, do we think there will be dozens of these built going forward? I'd be very surprised if there were not." Most U.S. nuclear power plants were built between 1970 and 1990. Only two new large reactors have been built from scratch in the United States in recent decades. Those two reactors, at Georgia Power Co.'s Plant Vogtle, were completed years late and billions of dollars over budget. The 10 new reactors will use the same design, Westinghouse's AP1000. Wright said the Plant Vogtle project struggled because of bad planning, supply chain problems and the COVID-19 pandemic. But, he said, the reactor design is "robust and sound."

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