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Wall Street Breakfast Podcast: Constellation's Big Power Play
Source: seekingalpha.com
Artificial IntelligenceEnergy Markets & PricesRenewable Energy TransitionInfrastructure & DefenseTechnology & Innovation
Constellation Energy secured a 20-year power agreement with Amazon, underpinning investment in an expansion of the Calvert Cliffs nuclear plant. Separately, Tencent reportedly signed a $7 billion, five-year AI-chip leasing agreement with Oracle, broadening Oracle's AI customer base. The deals support long-duration demand visibility for nuclear generation and AI-computing infrastructure.
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