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Google's 20-Year Nuclear Bet: 890 MW and the Lagging Stocks
Google adds 890 MW of new nuclear capacity to the PJM grid in a 20-year Constellation deal; with $4.3 billion of investment and a further 2,700 MW supply leg totaling 3,590 MW, the package scales nuclear against data center hunger, yet utility stocks lag under rate pressure and tariff caps.