Amazon, Meta, and Microsoft have placed big bets on nuclear power to secure electricity for their data centers as AI and cloud computing have sent power use surging. But as Amazon and Meta discovered last week, those bets are far from a sure thing.

Big tech companies need lots of electricity for their data centers, which are processing increasingly complex artificial intelligence applications.

Talen said it believed FERC had erred and was evaluating its options. The company can still restructure its expanded deal with Amazon, according to Oppenheimer analysts.