AI EXPOSURE
Constellation Energy
Sells the one input the build-out cannot import or substitute: firm power, already generated. What it discloses is megawatts under contract rather than revenue, so the exposure shows up in the fleet long before it shows up in the accounts.
AllFactsAI holds no position in Constellation Energy (CEG), as at 16 October 2026.
Power & Cooling
Not disclosed
Data centre capacity contracted: 380 MW to CyrusOne at Freestone signed in Q1 2026, plus an exclusive 380 MW second phase, on top of 400 MW agreed last year
This company's long-form card is not written yet.
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