Talen Energy (TLN)
Nuclear + gas IPP. Susquehanna behind-the-meter PPA with Amazon (960 MW). Pure DC-power thesis.
- Ticker: TLN
- Sector: energy (nuclear)
- DC exposure tier: high
Talen Energy (TLN) is a high-exposure name in the data-center supply chain in the energy sector. Data Center Index tracks Talen 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
Susquehanna nuclear PPA to AWS plus prospective behind-the-meter DC offtake make DC the central narrative for the equity.