- Constellation Energy announced plans to restart operations at Three Mile Island after signing a 20-year power purchase agreement with Microsoft to support its data centers in the region.
- In June 2025, Constellation signed a 20-year power purchase agreement with Meta Platforms for nuclear power generated at the Clinton Clean Energy Center, with operations expected to resume in 2027.
- In 2025, Constellation and CyrusOne inked a 400-MW power purchase agreement for a new data center in Bosque County, Texas.
- Recently, Constellation's unit Calpine signed a 380-MW agreement with CyrusOne for a data center adjacent to the Freestone Energy Center.
- AI computing demands significant amounts of power, leading many data center operators to turn to nuclear energy companies like Constellation Energy.
- Constellation's nuclear assets are ready to provide much-needed power to data center operators right now, making it an attractive option for AI-focused investors.
Constellation Energy is positioning itself as a vital energy supplier for the AI industry, capitalizing on its nuclear assets to meet the soaring power demands of data centers.1
In 2024, the company plans to restart operations at Three Mile Island, having secured a 20-year power purchase agreement with Microsoft to supply energy for its data centers.
Following this, Constellation expanded its partnership with Meta Platforms, signing another 20-year agreement in June 2025 for nuclear power from the Clinton Clean Energy Center in Illinois, with operations expected to resume in 2027.2
Additionally, Constellation's unit, Calpine, recently signed a 380-megawatt (MW) agreement with CyrusOne to support a new data center in Texas, complementing a previous 400-MW agreement for another facility.34
As AI computing continues to demand significant energy, Constellation's established nuclear capabilities offer a reliable solution, making it an attractive option for investors looking beyond traditional AI stocks.5
“Its nuclear assets are ready to provide much-needed power to data center operators right now, making an alluring option for AI-focused investors,” industry analysts note.
With advanced nuclear reactor companies still awaiting regulatory approval, Constellation stands out as a leader in the energy sector for AI growth.
“Constellation Energy signed a 20-year power purchase agreement with Meta in June 2025 for nuclear power from the Clinton Clean Energy Center, with operations expected in 2027. Unlike advanced nuclear startups awaiting regulatory approval, Constellation's existing reactors provide immediate power to data center operators.”
Yahoo Finance
