Google has signed the largest nuclear-energy deal in tech history: 3,590 megawatts secured for 20 years, with Gemini seamlessly integrated into its energy operations.

Google has entered into a long-term power-purchase agreement with Constellation Energy, the largest nuclear-power operator in the United States, totaling 3,590 megawatts, including a 20-year nuclear-power contract and a 15-year supply contract. Constellation will invest more than $4.3 billion to upgrade 11 nuclear reactors, adding 890 megawatts of clean power, with the first unit expected to come online in 2028. The two parties have also signed a five-year technology agreement to leverage Google Cloud and Gemini AI to optimize nuclear-power operations and grid security.

WallStreetCNOct 7 06:12

Top 15 Debates in the Utilities and Power Industry this Autumn: Valuations Have Corrected but Are Not Out of Play

Main pointsValuations in the utilities sector have yet to bottom out, with a preference for high‑growth, vertically integrated utility companies. Despite the recent pullback in utility stock prices,

CSOPSep 30 23:36

U.S. Energy Department Selects Entergy To Receive $13.7M In Federal Funding To Improve Power Delivery To Customers And Support Economic Growth Across Arkansas, Louisiana And Mississippi

Grid improvement projects strengthen reliability, boost resilience and lower costs for customersNEW ORLEANS, Sept. 30, 2026 /PRNewswire/ -- The U.S. Energy Department has selected Entergy to receive $

BenzingaSep 30 21:03

Scotiabank Adjusts Price Target on Entergy to $121 From $129, Maintains Sector Outperform Rating

Entergy (ETR) has an average rating of overweight and mean price target of $124.11, according to analysts polled by FactSet.

MT NewswiresSep 30 19:28

Utilities Stocks Hit Most Oversold Level in 3 Years

Seeking AlphaSep 26 03:12

Morgan Stanley identifies an inflection point in the AI market: shifting from computing power infrastructure to industrial diffusion, with the barbell strategy emerging as the core allocation theme.

Morgan Stanley released a thematic research report, stating its core view: AI investment has moved beyond the stage of simply betting on upstream computing power–empowered targets and has entered a new era of "barbell‑style" dual‑track deployment.

Zhitong FinanceSep 25 21:44