Constellation Energy Stock Soars on 20-Year Nuclear Energy Deal with Meta

Constellation Energy & Meta’s 20-Year Nuclear Power Agreement

📅 Agreement Start Date: June 2027
📍 Facility: Clinton Clean Energy Center, Illinois
⚡ Energy Output Increase: 30 megawatts
👷 Jobs Preserved: 1,100 high-paying local jobs

Constellation Energy’s stock surged 7% following the announcement, continuing its 27% rise in May as investors responded positively to its expanding clean energy agreements.

Why Meta is Investing in Nuclear Energy

Meta’s AI ambitions require massive energy resources, leading the company to secure long-term clean energy solutions. The Clinton Clean Energy Center will provide 1.1 gigawatts of emissions-free nuclear power, helping Meta meet its sustainability goals while supporting its AI data centers in Illinois.

💬 Meta’s Head of Global Energy, Urvi Parekh:
"Securing clean, reliable energy is necessary to continue advancing our AI ambitions."

Meta is set to spend up to $72 billion in 2025 to expand its data center footprint, reinforcing the tech industry’s shift toward nuclear energy.

Big Tech’s Growing Nuclear Energy Investments

Meta isn’t alone in its nuclear energy push—other tech giants are making similar moves:

✅ Microsoft (MSFT) – Signed a 20-year deal with Constellation Energy in September 2024 to reopen Three Mile Island, generating $785 million in annual revenue by 2030.
✅ Amazon (AMZN) – Purchased a data center campus from nuclear power company Talen Energy for $650 million in 2024.
✅ Oracle (ORCL) – Designing a data center powered by small nuclear reactors.

These investments highlight AI’s growing energy demands, which have strained local power grids and challenged clean energy commitments.

Stock Market Impact & Future Outlook

📈 Constellation Energy’s stock surged 7% following the announcement.
📈 Shares hit $337, nearing their 52-week high after a volatile year.
📈 Bank of America’s Vivek Arya:
"Deployment of data centers with reliable access to high power is as much of a bottleneck in AI deployments as access to chips and systems."

With AI infrastructure expanding rapidly, nuclear energy is emerging as a key solution for Big Tech’s sustainability challenges.

Final Thoughts: A Game-Changer for Clean Energy & AI

Meta’s long-term nuclear energy deal with Constellation Energy signals a major shift in how tech companies power their AI infrastructure. As Big Tech continues investing in nuclear power, the industry is reshaping the future of clean energy.

Will nuclear energy become the backbone of AI expansion? Share your thoughts below!

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