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Constellation Energy secured 920 megawatts in new power purchase agreements, including a landmark 3-year deal with Walmart for AI infrastructure.
Named offtaker (Walmart) signals retail/enterprise are co-investing in AI infrastructure; utility-scale nuclear is now the binding constraint on US AI capex.
Trade pressSlicast · August 7, 2026 at 17:01 UTC · US · Source: The Motley Fool
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