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| Period | Contract min (MW) | Contract max (MW) |
|---|---|---|
| 2026 | 240 | 960 |
| 2027 | 360 | 960 |
| 2028 | 480 | 960 |
| 2029 | 840 | 1,200 |
| 2032 | 1,680 | 1,920 |
| Period | Printed mark | What it is |
|---|---|---|
| Mar 2024 campus sale | AWS bought the Cumulus campus and adjacent land for $650 million cash. Talen described the campus as 960 MW | Campus sale. Talen retains the power-supply relationship. Initial $350 million at close; $300 million later released from escrow on zoning milestones. |
| Sep 2024 original PPA | Supply up to 960 MW from Susquehanna. Fixed-price commitments increase in 120 MW increments. AWS had a one-time option to cap at 480 MW | Original 10-year PPA tied to the campus sale. The 480 MW figure is that cap option, not a printed Phase 1 IT-load size. |
| Nov 2024 to Apr 2025 FERC | FERC ALJ rejected the original interconnection service agreement amendment in November 2024. Restructured to network service in April 2025 | Docket ER24-2172. Cost-allocation rejection, then a commercial restructure. Not a cancellation of the PPA relationship. |
| Jun 2025 expanded PPA | New retail PPA: 1,920 MW full contract quantity through 2042. Ramp expected to reach full volume no later than 2032. Eliminates the 480 MW cap | Expands and eventually replaces the September 2024 agreement. Moves to front-of-the-meter after transmission reconfiguration. |
| YE 2025 Susquehanna | 2,494 MW summer rating; 90% owned equals 2,245 MW | 2025 Form 10-K Item 2. Restated from the prior 2,520 MW figure on this page. |
Total: 13K MW
| Period | Printed mark | What it is |
|---|---|---|
| Mar 2024 | Sold the Cumulus Data campus and adjacent land to AWS for $650 million cash | Campus sale. Talen retains the power-supply relationship. |
| Sep 2024 | Original 10-year fixed-price PPA signed. Initial draw up to 960 MW, with a path to 1,920 MW over the contract life | Behind-the-meter interconnection service agreement later rejected. |
| Nov 2024 | FERC ALJ rejected the original interconnection service agreement amendment on cost-allocation grounds | Docket ER24-2172. Required a restructure, not a cancellation of the commercial relationship. |
| Apr 2025 | Talen and AWS restructured the arrangement to network service | Restored the deal after the ALJ rejection. |
| Jun 2025 | New retail PPA: 1,920 MW full contract quantity through 2042. Ramp expected to reach full volume no later than 2032. Expands and eventually replaces the September 2024 agreement | June 11, 2025 8-K Exhibit 99.1 and 2025 Form 10-K Item 1. Front-of-the-meter transition after transmission reconfiguration. |
| Sep 2025 | Investor Update printed contracted min and max MW by year (240-960 MW in 2026 through 1,680-1,920 MW in 2032) | Contracted ranges, not delivered megawatts. See the companion contracted-MW table. |