Nuclear restarts: Holtec, Constellation, NextEra plan 2.25 GW

What happened

According to eeNews Europe, three previously closed US nuclear power plants are being prepared for recommissioning, potentially restoring a combined 2.25 GW of generating capacity. The restarts involve Holtec International, Constellation Energy and NextEra Energy, with Microsoft and Google among the companies supporting the projects (the source text is truncated regarding the means of support). The stated reason is that electricity demand from artificial intelligence and data centres continues to increase. This is background information on data-centre power supply, not directly tied to semiconductor component procurement, and the restarts remain at the preparation/planning stage with no indication of completion.

Impact and signal

Affected components and suppliers

Source and time

Source: eeNews Europe · 10/24/2026 · View original source