Constellation Energy has signed a nuclear power purchase agreement with Walmart to support the retailer's AI and data center operations. The deal reflects growing demand from hyperscalers and enterprises seeking reliable, carbon-free power for compute-intensive workloads.

The agreement underscores a broader trend in the AI infrastructure buildout, where major operators are turning to nuclear generation to meet the sustained, high-capacity power requirements of data centers. For Walmart, securing dedicated nuclear capacity supports its competitive position in deploying AI and data-driven services at scale.

Nuclear power purchase agreements have become increasingly strategic in the AI infrastructure market, as operators seek power sources that can provide the baseload capacity and grid stability essential for modern compute clusters while meeting net-zero emissions commitments.