Microsoft and Amazon Race to Lock Up Power for AI Data Centers
The two cloud giants are committing to multi-decade nuclear and renewable-energy deals as AI training demand strains grid capacity in North America.
A scramble for reliable, clean power is reshaping the economics of the cloud computing industry, as Microsoft and Amazon sign long-duration supply deals to ensure they can keep building AI data centers.
The contracts — some running 20 years or longer — are pushing utilities to expand nuclear capacity in Pennsylvania, Virginia and Texas, while accelerating wind and solar procurement across the Southwest.
“This is no longer a nice-to-have story,” said Rene Haas, chief executive of Arm Holdings. “Power is the new constraint on compute.”
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