贝塔投资智库·2025-06-04 03:57Core Viewpoint - Meta Platforms has signed a 20-year power purchase agreement with Constellation Energy, expecting to pay approximately $80 per megawatt-hour for energy from the Clinton nuclear plant, which is cheaper than Microsoft's similar agreement at $110 per megawatt-hour for energy from the Three Mile Island plant [1][2]. Group 1 - The price difference in expected electricity costs between Meta and Microsoft is attributed to the need to restart a reactor at the Three Mile Island plant, which had been closed for economic reasons since 2019, with a restart cost estimated at $1.6 billion [2]. - Meta's agreement reflects a broader trend among tech giants willing to pay a premium for nuclear energy, which is seen as a reliable, carbon-free power source to meet the increasing electricity demands driven by AI [2]. - Constellation Energy plans to invest in enhancing the power generation capacity of the Clinton plant and is considering building a new reactor at the site, which has already received federal approval for a second unit [2].