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The 96 MW potential capacity reduces Google's energy risk and reinforces its ESG energy-portfolio narrative, which can support stability in energy costs for data centers and potentially uplift valuation via lower capex sensitivity to energy prices.
What happened, with direct paths to the underlying reporting
Google's deal with Georgia Power to back upgrades at two nuclear plants would add about 96 MW of capacity, potentially securing cleaner, baseload power for Google's data centers. The terms and timing weren't disclosed, but the arrangement signals continued utility-tech collaboration to scale nuclear-backed renewables, strengthening Google's energy security and ESG narrative.
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