Amazon signed a 20-year contract with Constellation Energy on September 30 to purchase 690 megawatts from Maryland’s Calvert Cliffs nuclear plant, including 190 MW of additional output expected between 2030 and 2032. The agreement supports Constellation’s planned investment of more than $3 billion in facility upgrades and generation capacity. The deal highlights rising electricity demand from artificial-intelligence data centers, as the International Energy Agency projects global data-center consumption will increase from 415 terawatt-hours in 2024 to about 950 TWh in 2030. The wider technology agenda also included Treasury Secretary Scott Bessent’s support for voluntary AI safeguards and "safe acceleration," a White House voluntary safety commitment, possible government equity stakes in OpenAI and Anthropic, and the arrest of Greg Lui over alleged efforts to route more than $300 million of export-controlled Nvidia GPU servers to China. Micron reported fiscal fourth-quarter 2026 revenue and adjusted earnings above analyst estimates.