CEGConstellation Energy Corp

Amazon to Sell Trainium AI Chips Externally, Challenging Nvidia

“AI chip proliferation at third-party DCs drives 24/7 clean power demand that nuclear suppliers can meet.”

Supermicro Secures $7B to Unlock $39B AI Server Backlog

“Nuclear-powered 24/7 clean energy contracts are the preferred power source for new AI data centers.”

Apollo & Blackstone Close $35B Private Credit Deal for Anthropic Compute

“Nuclear baseload power is the preferred 24/7 clean energy source for new AI data centers.”

Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership

“AI compute build-out drives nuclear baseload demand; Cerebras-scale deployments increase 24/7 power needs.”

AMD & Meta Deploy 6 Gigawatts of AMD GPUs in Expanded Partnership

“Meta's 6GW GPU fleet needs 24/7 clean power; nuclear-backed utilities are prime data center partners.”

Amazon's $17.5B AI Debt Raise Signals $200B Capex Supercycle

“Nuclear PPA demand from hyperscalers like Amazon drives premium pricing for Constellation's carbon-free baseload power.”

IREN Signs $1.6B Dell Blackwell AI Systems Deal to Power $3.4B Cloud Contract

“IREN's power-hungry AI expansion increases demand for reliable 24/7 carbon-free power contracts.”

Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%

“Nuclear power is the preferred 24/7 clean energy source for AI hyperscale data centers.”

Amazon borrows $17.5B from banks to fund AI infrastructure buildout

“CEG sells 24/7 carbon-free nuclear power via direct PPAs; Amazon is an existing CEG nuclear customer.”

OpenAI files for IPO at a reported $852B valuation

“Trillion-dollar AI balance sheets can sign decade-long nuclear PPAs.”