Big Tech Keeps Signing Nuclear Deals With the Same Company. Here's Who It Is and Why That Matters More Than Any Single Deal.

Constellation Energy, the largest nuclear power operator in the U.S., is becoming the go-to provider for major tech companies seeking reliable power for AI infrastructure. The company's latest deal with Google adds 890 megawatts to the grid, highlighting its strategic position as an independent power producer operating outside regulated utility frameworks. With long-term contracts (up to 20 years) and a diversified energy portfolio, Constellation is well-positioned for sustained growth as electricity demand is projected to surge 60% by 2045.