The Carnegie Endowment for International Peace has published an analysis weighing hyperscaler pledges to procure nuclear power against the practical constraints of the U.S. energy system, including long interconnection queues, limited new reactor capacity, and regulatory timelines. The report finds a significant gap between announced commitments from companies such as Microsoft, Google, and Amazon and the actual availability of nuclear generation at scale within relevant timeframes. Analysts at Carnegie warn that reliance on nuclear as a near-term solution to data center power demand may obscure continued dependence on fossil fuels. The findings are likely to inform ongoing regulatory and legislative debates over how large load customers should be required to demonstrate clean energy supply.