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In early October 2026, Google and Constellation Energy announced a long-term clean energy collaboration that will add 890 megawatts of new nuclear capacity to the PJM grid under a 20-year power purchase agreement, alongside a 15-year, 2,700 megawatt supply deal and more than US$4.30 billion of nuclear fleet…
Van Eek Funds CEO, Jan van Eck, said that the AI 2.0 trade, which includes the power infrastructure, is headed for a reversal after a lackluster performance so far in 2026.