Talen EnergyRegister for a premium account to gain access to Sterling AI.
Get StartedThings you can ask Sterling:
| Phase | Capacity (MW IT load) | Status | Power Source | Notes | |
|---|---|---|---|---|---|
| Cumulus Phase 1 (operational) | ~480 MW | Operational (initial occupancy 2023; AWS ownership from March 2024) | Susquehanna direct-connect (BTM) | Original Talen-developed; sold to AWS March 2024 for $650M | |
| Cumulus Phase 2 (construction) | ~480 MW | Construction begun 2024; target operational 2026-2027 | Susquehanna BTM (network service post FERC restructure) | Part of AWS expansion buildout | |
| Cumulus Phase 3 (planned) | ~480 MW | Planning + early permitting | Susquehanna BTM (network service) | Total campus envelope ~1,440 MW Phases 1+2+3 | |
| Cumulus Phase 4 (optional) | ~480 MW | Optional expansion subject to demand | Susquehanna BTM (network service) | Brings campus toward full 1,920 MW PPA envelope | |
| AWS PPA commitment (expanded Jun 2025) | 1,920 MW at full contract quantity | Binding retail PPA running through 2042; expands and eventually replaces the Sept 2024 agreement | Susquehanna; moves to front-of-the-meter after transmission reconfiguration expected Spring 2026 | Ramp reaches full volume no later than 2032. Talen + AWS also exploring new SMRs in Talen's PA footprint and Susquehanna uprates | |
| Susquehanna nuclear capacity | 2,520 MW (twin BWR; Units 1 + 2) | Operational; ~95% capacity factor | N/A (the power source) | Available capacity for Cumulus + grid supply | |
| FERC ER24-2172 docket history | Original ISA filing → ALJ rejection Nov 2024 → restructure April 2025 | Restructured to network service | Network service (vs original BTM ISA) | Cost-allocation concerns resolved by restructure | |
| Editorial. Why this matters | Strategic context | Cumulus + AWS is the canonical case study in the AI-power-demand + nuclear thesis. The original BTM ISA + FERC ALJ rejection + April 2025 restructure validates that the cost-allocation framework can resolve adversarial regulatory + ratepayer concerns. Marquee question: does the partnership scale to full 1,920 MW PPA + does the Cumulus template get replicated at other Talen sites (Montour PA gas peaker location) or other operators (CEG TMI restart + Microsoft)? |