Energy & Utilities
Talen Energy
Talen Energy is an independent power producer whose Susquehanna nuclear plant in Pennsylvania powers a co-located Amazon Web Services data center directly. Talen announced a new power purchase agreement with AWS in June 2026 for 1,920 MW through 2042, and Q1 2026 operating revenue jumped to $1.13 billion from $390 million a year earlier with adjusted EBITDA up to $473 million; the company reaffirmed full-year 2026 EBITDA guidance of $1.75-2.05 billion as it shifts from merchant generation toward a long-term contracted AI data center power supplier.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 70% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Talen Energy Corp FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Seeking Alpha — Talen Energy signs new 1,920MW AWS power purchase agreement through 204262% source confidence
- TradingView / Zacks — Analysts frame Talen as the higher-growth, higher-risk AI power trade versus Vistra54% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Talen Energy depends on below, and who depends on Talen Energy above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Talen Energy's Timeline
A sourced, dated history of Talen Energy's key moments — founding to present.
Jun 2026 · New 1,920MW AWS PPA through 2042
Talen Energy announced a new power purchase agreement with Amazon Web Services for 1,920 MW through 2042, with the ability to extend, building on the existing co-located Susquehanna nuclear plant arrangement.