They might not be buying them outright but that doesn’t sound like a realistic first or initial set of steps.

There are new commitments.

Microsoft: https://finance.yahoo.com/news/microsoft-goes-nuclear-bigges...

Google: https://interestingengineering.com/energy/google-gen4-nuclea...

Amazon: https://techcrunch.com/2024/10/16/amazon-jumps-on-nuclear-po...

OpenAI/Sam Altman: https://interestingengineering.com/energy/oklo-to-generate-1...

More: https://www.technologyreview.com/2025/05/20/1116339/ai-nucle...