Executive Summary
Generated July 30, 2026
Data Center Infrastructure
Constellation Energy
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
4
Chokepoint Score
4 other entities structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Baltimore, Maryland, USA
Website
Employees
15,339 (FY2025 10-K)
Founded
2022
Listing
CEG · NASDAQ
Market Cap
$92.78B
Revenue (TTM)
$29.87B
Price
USD259.82 (-0.92%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
The largest private-sector power producer in the world and the largest nuclear energy company in the US, with 55 gigawatts of generating capacity, holding long-term power agreements with Microsoft, Meta and CyrusOne to meet surging AI data center electricity demand.
Strategic Connections
- Meta: Constellation Energy holds a long-term power purchase agreement with Meta, supplying nuclear generating capacity to meet its AI data center electricity demand.
- Data Center Power & Cooling: Constellation Energy supplies power generation capacity (including nuclear) to meet the electricity demands of AI data centers.
- AI Data Centers: Constellation Energy supplies nuclear and clean power to AI data centers under long-term agreements with Microsoft and Meta, among other customers.
- Microsoft Azure: Constellation Energy signed a 20-year power purchase agreement for Microsoft to offtake 100% of the revived 837MW Three Mile Island Unit 1, with Constellation investing $1.6 billion to restart the reactor, expected online in 2028.
- Energy & Utilities: Constellation Energy exemplifies the energy sector's role as a power supplier to AI data centers, with long-term agreements to supply nuclear and clean power to Microsoft and Meta.
+2 more connections in the Full Analyst Report.
Strategic Risks
- Grid capacity and interconnection queue delays remain a binding constraint on how quickly new power agreements can be fulfilled
Future Outlook
- Continued expansion of its nuclear fleet's role in meeting hyperscaler electricity demand
- Further long-term power agreements with additional AI data center operators following the Microsoft, Meta and CyrusOne deals
Sources
3 sources, 87% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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