First Fellow
2026.06.10 21:05

Constellation Energy $Constellation Energy(CEG.US), is the guy who refuses to sleep.

Artificial intelligence is basically a giant, power hungry operation. Companies like $Microsoft(MSFT.US), are building huge data centers filled with supercomputers. These computers are working 24 hours a day and need a constant supply of electricity. If the power cuts out for a second, the servers crash.

The catch is that these tech companies promised to use clean energy. Solar panels and wind turbines are nice, but they only work when the sun is out or the wind is blowing. That is useless at night.

$Constellation Energy(CEG.US) solves this problem. They own the largest fleet of nuclear power plants in the United States. Nuclear power is the only clean energy that runs all day and all night without stopping.

The demand for this constant power is so real that $Microsoft(MSFT.US) signed a 20 year deal with $Constellation Energy(CEG.US). They are literally waking up a retired nuclear reactor at Three Mile Island just to plug it directly into Microsoft data centers.

If AI is the sports car everyone is trying to build, $Constellation Energy(CEG.US) is the only station selling the fuel to actually make it run.

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