Constellation Energy (CEG)
Largest US nuclear fleet. Clean baseload for DCs. Three Mile Island restart.
- Ticker: CEG
- Sector: energy (nuclear)
- DC exposure tier: high
Constellation Energy (CEG) is a high-exposure name in the data-center supply chain in the energy sector. Data Center Index tracks Constellation Energy's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Explicit hyperscaler PPAs (Microsoft Three Mile Island re-start, Meta nuclear); DC offtake is the central growth thesis.
Tracked Constellation Energy data center projects
- Calvert Cliffs Relicense — 1.8 GW, Lusby, MD · operational
- Three Mile Island Restart — 837 MW, Middletown, PA · under construction
- Crane Clean Energy Center (Three Mile Island Reactivation) — 835 MW, Middletown, United States · announced