Joe Dominguez, president and CEO of Constellation Energy, has been named one of TIME's 100 Most Influential People in AI for his role in positioning nuclear power as a key energy source for AI data ce…
U.S. data center electricity consumption rose from 1.9% of national power in 2018 to 4.4% in 2023, and Lawrence Berkeley National Laboratory projects it will reach 6.7% to 12% by 2028, driving demand …
Constellation Energy, Talen Energy, and Uranium Energy are positioned to benefit from surging AI data center power demand, with Constellation raising its 2026 adjusted EPS guidance to $11.50-$12.50 an…
Nuclear stocks plunged Tuesday, with Oklo down 6% to $41, Constellation Energy down 4% to $267, and NuScale Power down 6% to $9, as AI capex doubts and a 19-year high in long-term rates hit AI-linked …
Apollo Chief Economist Torsten Slok warned that AI industry profits are currently funded by investors rather than earned from customers, with the most profitable segment—silicon and equipment—earning …
PJM Interconnection, the grid operator serving 67 million people across 13 states, received emergency federal authority in June 2026 to curtail data centers mid-operation to prevent blackouts, and use…
AI companies have signed enough nuclear power purchase agreements to supply the equivalent of 7 million homes, driving uranium stocks higher. Microsoft, Google, Amazon, and Meta have each inked deals …
BloombergNEF revised its US data center power forecast 83% higher in seven months, now projecting 194 gigawatts of electricity consumption by 2035, or one-fifth of the nation's total power supply. The…
BlackRock CEO Larry Fink warns that China's massive buildout of 100 GW of nuclear power and nearly 100 GW of solar power gives it a decisive edge in the AI energy race, potentially leaving the US and …
Energy IPOs raised $12.6 billion in the first half of 2026, the highest first-half figure on record and nearly triple the $4.3 billion raised in all of 2025, driven by investor demand for companies po…
Microsoft signed a 20-year power purchase agreement with Constellation Energy to restart the Three Mile Island Unit 1 nuclear reactor in Pennsylvania, providing 835 megawatts of carbon-free electricit…
PJM Interconnection, the largest US power grid, has begun curtailing data centers during heat emergencies after receiving federal approval, signaling the end of unlimited power access for AI infrastru…
Walmart signed its first-ever long-term contract to buy nuclear power from Constellation Energy's Illinois plant, purchasing 176 megawatts over 15 years to power its operations in the region. The deal…
Constellation Energy has cleared a key regulatory hurdle for its $1.6 billion plan to restart the Three Mile Island Unit 1 reactor by 2027, now renamed the Christopher M. Crane Clean Energy Center. Th…