Back BackConstellation EnergyCEG
Energy6/day by emailPrimary
Constellation Energy said its 20-year power purchase agreement with Google will fund uprates across 11 of its nuclear units in Illinois, Pennsylvania and New Jersey, adding approximately 890 MW of incremental generation capacity to the PJM grid, backed by more than $4.3 billion of investment
Verified 2026-11-09
Track with InsiderWhy it matters
The deal shows hyperscalers are committing billions to secure dedicated clean power for decades as AI data centres strain existing electricity grids.
- Price
- $274.71
- 30D
- -7.37%
- AI share of revenue
- Not disclosed
PRICES 15-MIN DELAYED · EODHD
Constellation Energy’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Energy
- American Electric Power, one of the largest US utilities, which counts hyperscalers and manufacturers among its new large customers, signed fresh load commitments in the third quarter of 2026 and now expects its contracted extra load to reach 84 GW by 2031 AEP signed 15 GW of new load commitments in a single quarter
- AI data centres worldwide reached a power capacity comparable to New York State at peak demand in 2025, which Stanford's AI Index puts at 29.6 gigawatts
- OpenAI does not disclose GPT-4o's resource footprint, so Stanford's 2026 AI Index Report turned to independent researchers' estimates of the water needed to cool the servers behind it — as much as 1.58 million kilolitres a year — more than 1.2 million people drink annually
FREE · NO CARD
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Get the free daily briefFree · No card · Unsubscribe anytime
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
See today's issue →