Constellation refocusing on grid-connected AI data center power projects

From Yahoo Finance: 2025-05-06 10:54:00

Constellation Energy shifts focus to potential data center projects connecting to the U.S. electrical grid instead of fueling directly from power plants. Big Tech secures massive electricity for AI expansion through co-located deals with power companies, linking data centers directly to nuclear plants. Co-located projects face regulatory push-back over concerns of rising power bills and grid reliability impacts. Constellation CEO emphasizes attractiveness of on-grid sales, while still considering behind-the-meter configurations. Federal Energy Regulatory Commission rules against Amazon data center expansion, considers new rules for co-located power projects. Constellation explores co-located data center projects at its nuclear reactor sites.



Read more at Yahoo Finance: Constellation refocusing on grid-connected AI data center power projects