Constellation Energy, a nuclear power company, has become essential to AI's growth by signing major long-term power supply deals with Microsoft, Meta, and data center operators—solving the massive energy bottleneck that semiconductors alone cannot address. Unlike advanced nuclear startups awaiting regulatory approval, Constellation's existing plants can deliver power immediately, making it arguably as critical to AI infrastructure as the chipmakers that typically dominate investor headlines.
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Constellation Energy, a nuclear power company, has signed multiple long-term power agreements to supply energy to major tech companies' AI data centers. Microsoft agreed to a 20-year deal for power from Three Mile Island; Meta signed a 20-year agreement for power from Clinton Clean Energy Center in Illinois (expected to resume operations in 2027); and Constellation's recently acquired unit Calpine signed agreements totaling 380-megawatt and 400-megawatt capacities with data center operator CyrusOne.
Why it matters
AI computing demands enormous amounts of power, and unlike advanced nuclear reactor companies that await regulatory approval, Constellation's existing nuclear assets are immediately available to meet that demand. This positions Constellation as a critical infrastructure player in the AI boom, not just chip makers like Nvidia and Micron that typically draw investor attention.
What to watch
Meta's Clinton facility operations are expected to resume in 2027, marking when that power will begin supporting Meta's AI data centers. Constellation benefits now from immediate deployability while competitors in the advanced nuclear space wait for regulatory clearance.
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