Constellation Energy Emerges as Key Power Supplier for Hyperscalers Amid AI-Driven Demand

Constellation Energy (CEG) has positioned itself as a critical provider of carbon-free energy to data-hungry hyperscalers over the past year. The company's landmark deals with major tech firms underscore its role in meeting the escalating power demands of AI-driven data centers.

With 14 nuclear generating stations and 22 gigawatts of capacity, Constellation operates the largest U.S. nuclear fleet at industry-leading efficiency. Its 94.6% average capacity factor outperforms the sector by four percentage points, offering hyperscalers unmatched reliability in clean energy supply.

The accelerating expansion of data center infrastructure creates a compelling investment thesis. Constellation's nuclear assets provide the trifecta of scale, sustainability, and operational excellence needed to power the next phase of technological growth.