Firm power deals
Long-term contracts for always-on generation, from nuclear restarts to gas plants built on site, not only grid power purchase agreements.
capabilityEmerging Built but scarce · 4 of 5 Open on the map →
Facts
- Lane
- Energy
- Wave
- 1 of 12 (build order, not a date)
- Needs
- 0 boxes all the way back through hard links
- Unlocks
- 0 boxes downstream through hard links
- Leverage
- None
- Cluster
- Assistants and the public
Evidence as of October 2026
Microsoft agreed in September 2024 to restart Three Mile Island Unit 1, 835 MW, to power its datacentres from around 2028.
Detail boxes 1
Uranium enrichment capacity
Low-enriched and high-assay low-enriched uranium supply that every nuclear restart, uprate and small reactor deal depends on.
US enrichment capacity is 4.3M SWU against 15.6M SWU of requirements, the ban on Russian imports takes effect on 1 Jan 2028, and Centrus's Ohio expansion is not online until 2029 (Reuters via Nasdaq, 25 Feb 2026).
Around it
Needs · 0
Nothing beyond the detail list. It can start at any time.
Unlocks · 1
Loops and off-ramps
Openings researchers' judgement, October 2026 scouting
Startup room 41/100 · rank 58 of 124 Research room 26/100 · rank 120 of 124
- Depth
- light
- Players
- Meta-Vistra, TerraPower, Oklo; Amazon-Talen; Microsoft-Constellation; Google-Kairos
- Wedge
- No small-team wedge; capital-heavy incumbents. none