AI’s real bottleneck is electricity. Who will pay for it?

What happened: Amazon signed a 20-year nuclear electricity contract with Constellation for 690 megawatts from Calvert Cliffs in Maryland, and Google agreed to bring 890 megawatts of additional US nuclear capacity online. Key numbers: Amazon: 690 MW, including 190 MW of added capacity expected between 2030 and 2032. Why it matters: The deals buy output from existing reactors rather than new builds, since new reactors take a decade or more. PJM capacity costs tied to data centre demand are passed to consumers, and the NRDC estimates typical households could pay $70 more per month by 2028.

AI electricity bottleneck raises unanswered cost-allocation question, driving macro relevance.

AI electricity bottleneck raises unanswered cost-allocation question, driving macro relevance. — impact context not separately stored; see What changed.