$Kitahama Capital Partners (2134.JP)$ Which companies will participate in the datacenter plan?

On the 20th, a US electrical utilities company $Constellation Energy (CEG.US)$ $Microsoft (MSFT.US)$that it has signed a contract to supply electricity to the datacenter. As a result, the nuclear power plant on Three Mile Island in Pennsylvania, where the worst nuclear accident in US history occurred, will be restarted. Based on this contract, Microsoft will purchase electricity from the restarted power plant for the next 20 years, supporting the datacenter with carbon-neutral energy.
This plan highlights the enormous power demand of AI data centers and the high-tech industry's interest in carbon-neutral power sources that operate 24/7. "This agreement represents the most powerful sign of a reevaluation of nuclear power as a clean and reliable energy resource," said Joe Dominguez, CEO of Constellation.
Nuclear power plants are benefiting from the AI boom.
In addition to the interest rate cut, the artificial intelligence (AI) boom has been supporting the rise in US stocks this year. Major tech companies are investing in artificial intelligence...