How much of this is actually running?

Meta's Vistra deals cover 2,176 MW of already-operating plants under new 20-year PPAs. Everything else is restarts or new construction — the first, Three Mile Island Unit 1 for Microsoft, is targeted for 2027.

For scale: PJM's last capacity auction cleared 6,831 MW short of its reliability requirement — roughly the size of everything hyperscalers announced across these 16 months of deals. Announced is not built, and the deals are not all in PJM.

BRAIAIN Power Last updated: 2026-10-20

Every hyperscaler nuclear deal, listed

Name: Hyperscaler nuclear deals, 2024–2026
Creator: BRAIAIN
Published: 2026-10-20
License: https://creativecommons.org/licenses/by/4.0/

Big-tech buyers have announced 7,754 MW of nuclear capacity across six named deals between September 2024 and January 2026: Meta leads with 4,499 MW (Vistra, Oklo, TerraPower), Amazon 1,920 MW (Talen/Susquehanna), Microsoft 835 MW (Constellation's Three Mile Island Unit 1 restart, targeted 2027), Google 500 MW (Kairos, with TVA). Of the total, 2,390 MW is small or advanced reactors (Oklo, TerraPower, Kairos) — the newest reactor designs' first anchor customers are AI companies. No new deal has been announced since January 2026.

The data

deal	mw	announced	notes
Microsoft / Constellation (Crane, TMI U1)	835	2024-09	restart targeted 2027
Amazon / Talen (Susquehanna)	1920	2025-06	through 2042; full volume by 2032
Google / Kairos (with TVA)	500	2025-08	500 MW by 2035; Hermes 2 ~50 MW ops 2030
Meta / Vistra	2609	2026-01	2,176 MW operating plants + 433 MW uprates, 20-yr PPAs
Meta / Oklo (Ohio campus)	1200	2026-01	first phase as early as 2030
Meta / TerraPower	690	2026-01	delivery as early as 2032

Download: CSV · JSON — compiled data CC BY 4.0; underlying sources keep their own terms.

Method & caveats

Announced capacity from SEC filings and company releases — not operating megawatts: the earliest delivery is the Crane restart targeted for 2027, and several deals run to 2030–2035. Deal MW types differ (PPAs on operating plants vs new construction). "None since January 2026" describes this log of named deals, not a claim about private negotiations.

Sources

Questions

How much of this is actually running?: Meta's Vistra deals cover 2,176 MW of already-operating plants under new 20-year PPAs. Everything else is restarts or new construction — the first, Three Mile Island Unit 1 for Microsoft, is targeted for 2027.
Is 7,754 MW a lot?: For scale: PJM's last capacity auction cleared 6,831 MW short of its reliability requirement — roughly the size of everything hyperscalers announced across these 16 months of deals. Announced is not built, and the deals are not all in PJM.

Cite this

BRAIAIN. "Every hyperscaler nuclear deal, listed." www.braiain.com/nuclear-deals.html, updated 2026-10-20. Original sources as listed above.

Part of BRAIAIN — the AI buildout, measured. Every figure carries its source and date; the full rules are in the methodology. Corrections: see the contact note there. © 2026 BRAIAIN, a dnilgis project.