Oracle (NYSE: ORCL) Locks In Nuclear Power Deal As Energy Becomes AI's Biggest Supply Chain Constraint
· Source: foreignpolicyjournal.com
In short
Oracle has agreed to subscribe to 10–20% of the output of Wisconsin's Point Beach Nuclear Plant, securing 125–250 MW of dedicated power for the $15 billion Lighthouse Campus AI data center co-developed with OpenAI and Vantage Data Centers. The deal is a central driver of a proposed $176 million We Energies rate hike for 2027, accounting for roughly 20% of the increase, and reflects a broader Big Tech sprint that has contracted over 10 GW of new nuclear capacity in the US. The article argues that securing long-term baseload power is becoming as strategically critical as procuring advanced semiconductors or data center real estate.
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In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: energy, data centers, nuclear, supply chain, infrastructure