@feld I think that’s overly simplistic. Businesses terminate contracts all the time. Sometimes maliciously, sometimes simply in accordance with the terms of the contract. The real answer will come from whether it is more expensive to fulfill their obligations to the contract, or to pay whatever penalties for walking away. The real people of New York will be left holding the bag if they walk away.
At this moment in history, when historical scientific quality is just down all over the tech world (eg Boeing, Tesla, IT generally) I am not excited about big, one-way door decisions like bringing on nuclear power, motivated by short term fads like AI.
I guess it could be good, though. Use AI to bring on all this nuclear power, then the fad blows over, and when we retire capacity we retire dirty carbon sources.