
Energy Revolution Unleashed, Oracle & Open Ai sign $30B Annual Contract, Meta & Constellation Nuclear Deal
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The energy landscape is experiencing cataclysmic shifts driven by unprecedented AI and data center power demands, with tech giants and legislators becoming key shapers of our energy future.
• Meta signs 20-year nuclear power agreement with Constellation Energy for 1.1 gigawatts beginning in 2027
• Tech giants including Amazon, Google and Meta have collectively pledged to triple nuclear energy worldwide by 2050
• Utah positions itself as a leader in nuclear development with the announcement of the nation's second uranium enrichment facility at Camp Williams
• Modern nuclear facilities now considered so safe they can be placed near residential areas with zero US fatalities in the industry's history
• Texas deploying innovative molten salt reactor technology to purify toxic wastewater at unprecedented scale
• OpenAI signs $30 billion annual cloud contract with Oracle, leasing 4.5 gigawatts of data center power
• US utilities planning to invest over $212 billion in 2025 alone for data center power infrastructure
• AI-driven data center power needs projected to grow 30-fold by 2035 according to Deloitte forecasts
• Global energy investment set to hit record $3.3 trillion in 2025
• Utilities facing increasing pressure from legislators to modernize grids and accelerate new power generation approvals
Join us next episode as we revisit our predictions for 2025 and see how many have already come to pass in this rapidly evolving energy landscape.