Constellation Energy and Talen Energy Attract Attention Amid Rising Nuclear Demand for AI Data Centers
DATA AND AI INFRASTRUCTUREFUSION & ADVANCED NUCLEAR POWER
Nuclear power is experiencing a resurgence in the U.S. due to increasing electricity demands from AI data centers, positively impacting Constellation Energy and Talen Energy. Constellation reported a Q3 adjusted EPS of $3.04 and revenue of $6.57 billion, while Talen exceeded estimates with a Q3 EPS of $4.25 and revenue of $812 million, bolstered by an expanded power deal with Amazon Web Services. Analysts maintain bullish ratings for both companies, highlighting their strong positions in the nuclear energy sector.

Dec 25, 2025, 2:03 PM