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U.S. Seals $80 Billion Nuclear Deal as Google Backs Iowa Plant Restart to Power AI

Regulatory approvals remain uncertain with build timelines still unspecified.

Overview

  • The U.S. government formed a strategic partnership with Westinghouse, Cameco and Brookfield to construct new reactors intended to supply data centers and AI computing.
  • Westinghouse said the package aligns with President Donald Trump’s May executive order targeting ten large reactors under construction by 2030, with government financing cited by a company spokesperson.
  • NextEra will reopen the Duane Arnold plant in Iowa under a 25‑year power purchase agreement with Google, targeting a return to service in 2029.
  • The Financial Times reported the Duane Arnold reactivation could exceed $1.6 billion, while Westinghouse did not specify when new units would enter operation.
  • Westinghouse’s AP1000 design holds NRC validation, and its smaller AP300 remains in certification, as experts caution that reactivations must meet rigorous safety standards.