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Walmart's First Nuclear Deal Shows Demand Beyond AI Data Centers

Walmart signed its first-ever long-term contract to buy nuclear power from Constellation Energy's Illinois plant, purchasing 176 megawatts over 15 years to power its operations in the region. The deal supports Constellation's capacity expansion by 30 megawatts and aligns with Walmart's goal to eliminate net carbon emissions from its U.S. operations by 2040.

read1 min views6 publishedJun 24, 2026

An anonymous reader quotes a report from Barron's: Walmart is signing a long-term contract to buy nuclear power for the first time ever, a promising sign that the industry's future is supported by more than just the AI data center boom. The retail giant agreed on Tuesday to buy power from a nuclear plant in Illinois owned by Constellation Energy for its operations in the area, including its stores and a high-tech warehouse in Illinois that stores and sorts perishable food. Walmart will buy 176 megawatts of power from the plant over a 15-year period, or enough power to serve around 150,000 homes. The Walmart deal will allow Constellation to expand the capacity of the Illinois plant by 30 megawatts, a process known as an uprate, which can involve replacing older equipment and improving efficiency. Walmart, which has pledged to eliminate net carbon emissions from its U.S. operations by 2040, will also receive the environmental attributes associated with the nuclear energy, which generates electricity without carbon emissions. Further reading: Trump Admin Announces $17.5 Billion In Loans For 10 New Large Nuclear ReactorsRead more of this story at Slashdot.

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