WS #15200
Constellation Energy surged after Amazon locked in a 20-year, 690-megawatt nuclear power purchase agreement for its Calvert Cliffs plant. This deal underscores the growing reliance of hyperscalers on baseload nuclear power to fuel AI data centers, providing a structural tailwind for the nuclear energy sector and validating the long-term demand thesis for nuclear operators.
Nuclear Energy and Power
Constellation Energy surged after Amazon locked in a 20-year, 690-megawatt nuclear power purchase agreement for its Calvert Cliffs plant. This deal underscores the growing reliance of hyperscalers on baseload nuclear power to fuel AI data centers, providing a structural tailwind for the nuclear energy sector and validating the long-term demand thesis for nuclear operators.