Constellation Energy: Beneficiary of the AI Boom – Clean Power for the Data Economy. New 20-Year Contract With Meta.

In the wake of the AI era, we have repeatedly pointed out the growing demand for electricity. A beneficiary is Constellation Energy (CEG;i). This is an energy provider focused on clean, reliable electricity generation, particularly through nuclear power. The company operates the largest portfolio of emissions-free and low-CO₂ power plants in the United States and has strategically positioned itself to meet the increasing demand related to the data economy, especially in the expansion of data centers and AI applications.    Key customers include...