Constellation Energy secured 920 megawatts in new power purchase agreements, including a landmark 3-year deal with Walmart for AI infrastructure.

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.