Nuclear Deals and Gigawatt Clusters: The 2026 AI Infrastructure Power Map

AI power infrastructure 2026 — nuclear PPAs, gas turbines, gigawatt data centers

7 min readThe 2026 AI power infrastructure deal map: Microsoft restarts Three Mile Island for 835 MW, Amazon locks in 1,920 MW from Susquehanna, Meta secures 6.6 GW from Vistra — plus the gas turbine race, Bloom Energy’s fuel cell surge, and the SMR bets that will define power in the 2030s. With cost benchmarks and grid stress data.