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Google has signed a significant deal with Constellation Energy to secure substantial nuclear power capacity, with the agreement tied to the company's expanding AI infrastructure needs. Constellation's stock surged following the announcement, reflecting investor confidence in the long-term energy demand from data-intensive AI workloads. The deal underscores the growing energy constraints facing major tech firms as they build out AI computing capacity, with nuclear power emerging as a preferred solution to meet both scale and carbon-reduction goals.