What changed, why it matters, and what most people may be overlooking.
Three northern data centres and a deal for up to half of one Fortum nuclear plant’s output turn cold climate, grid access and firm power into AI infrastructure advantages.
The Iowa reactor targets a 2029 return with a 25-year Google power deal, turning an old plant into a test of whether AI electricity demand can finance nuclear restarts.
The firm power agreement is real and potentially expandable, but the future Utah data centre and additional offtake still face engineering, approval and commercial gates.