Constellation Energy and Amazon signed a 20-year nuclear power purchase agreement covering 690 MW from the Calvert Cliffs Clean Energy Center in Maryland. The deal includes roughly 190 MW of new capacity from an uprate, expected online between 2030 and 2032, plus retail supply for Amazon's operations in the PJM market. Financial terms were not disclosed. Constellation said the long-term contract gives it enough revenue certainty to pursue relicensing the plant for another 20 years and to invest more than $3 billion in the site. The agreement extends a pattern of tech companies buying nuclear power to cover data center loads, following earlier Constellation deals with Microsoft and Meta. For carbon and grid watchers, the interesting part is the firm, carbon-free output tied to a specific reliability region. PJM faces load growth and retirements, so a 20-year nuclear contract adds clarity to planning. The main risk is execution: the uprate depends on licensing and interconnection timelines that could slip.
