Walmart has signed a 15-year power purchase agreement with Constellation Energy to supply nuclear generation to its data center operations. This marks Walmart's first nuclear PPA and represents a significant shift in how the retail giant is securing energy for its computing infrastructure.

The agreement reflects growing demand from large enterprises to source stable, carbon-free baseload power for AI and data center workloads. Nuclear generation provides the reliability and emissions profile increasingly sought by hyperscale operators building out infrastructure for artificial intelligence.

The deal signals that major corporations outside the traditional tech sector are competing for long-term nuclear capacity to power compute growth. As data center demand surges, securing dedicated nuclear PPAs has become a strategic priority for enterprises looking to meet both energy demands and sustainability commitments.