Zorg(@zorgresearch):Google's deal is one big ass contract. The firm power map around it is a bit bigger: 1. Constellation $CEG - largest US nuclear fleet; Google uprates plus Amazon on Calvert Cliffs (~190 MW) last week 2. Talen $TLN - Susquehanna already feeding AWS (up to 1.9 GW through 2042), roughly 4 GW of DC sites in the pipeline 3. Vistra $VST - rode the same bid on ERCOT/PJM firm capacity 4. Then the "you still can't interconnect" layer: Hubbell transformers (lead times still talked about in years), Quanta / EMCOR for the MEP that wires the hall 5. Bloom $BE if the queue won't move - onsite fuel cells, Fremont racing toward 2 GW annual by year end

2026.10.07 16:45

Google's deal is one big ass contract. The firm power map around it is a bit bigger: 1. Constellation $CEG - largest US nuclear fleet; Google uprates plus Amazon on Calvert Cliffs (~190 MW) last week 2. Talen $TLN - Susquehanna already feeding AWS (up to 1.9 GW through 2042), roughly 4 GW of DC sites in the pipeline 3. Vistra $VST - rode the same bid on ERCOT/PJM firm capacity 4. Then the "you still can't interconnect" layer: Hubbell transformers (lead times still talked about in years), Quanta / EMCOR for the MEP that wires the hall 5. Bloom $BE if the queue won't move - onsite fuel cells, Fremont racing toward 2 GW annual by year end