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Deep & Emerging Tech·October 6, 2026·1 min read

Google contracts for 3.6 GW of power from Constellation Energy in the US' largest power grid, with new nuclear energy accounting for ~25% of that supply

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3.6 GW of contracted power — with roughly a quarter from new nuclear — turns AI data centers into grid-scale energy customers, not just cloud tenants. If you’re planning large AI or HPC builds, power mix, long-term PPAs, and regulatory exposure now sit alongside GPU supply as board-level constraints.

Deep & Emerging Tech

AMD CEO Lisa Su says the company plans to "substantially increase" supply in 2027 and needs "more advanced wafer capacity", as she meets Foxconn and TSMC

AMD planning a substantial supply ramp in 2027 and courting more advanced wafer capacity signals that today’s GPU scarcity is a timing problem, not a permanent condition. If you’re locking in long-term AI infra contracts, model scenarios where accelerator prices and availability look very different three years out.