Constellation Scores Again as Meta Joins Microsoft in the Nuclear Energy Club

Ever since the data science nerds pointed out that training AI models isn’t exactly energy-efficient, the Magnificent 7 have been doing mental gymnastics to keep their climate pledges from collapsing under all those GPU racks.

Solar is only great if you’re sunbathing in Phoenix (and even then, it takes 87 years to break even… but sure neighbor, tell me again how your panels are “paying for themselves”). Wind works fine unless you enjoy things like reliability, or living somewhere that isn’t coastal Scandinavia. But if you’re trying to keep ChatGPT from short-circuiting mid-thought or help Meta’s next LLM upsell creatine to gym bros, you’ll need something with more... oomph. That, my friend, is why we’re seeing a nuclear renaissance.

And this morning, Meta officially joined the atomic arms race. The company just signed a 20-year deal with Constellation Energy to buy 100% of the output from the Clinton Clean Energy Center in Illinois… roughly 1.1 gigawatts of electricity. That’s enough to power 800,000 homes… or maybe one GPT model trained exclusively to write Joe Rogan fan fiction (if we’re lucky).

To be clear, Microsoft was the first tech giant to slide into nuclear’s DMs, signing a deal to revive Three Mile Island… the site of America's most infamous nuclear meltdown. Want to prove you're serious about clean energy? Just revive America's most infamous nuclear meltdown site. (What’s next… Lehman Brothers relaunching as a fintech app?) Naturally, Zuck saw that and said, “let’s copy that.”

Not only did they snatch up the full output of Clinton’s lone reactor… but they may have saved the plant from getting the axe altogether. The Clinton site was only alive thanks to a 10-year state subsidy set to expire in 2027. Without a buyer, it was headed to the nuclear nursing home.

Now? Constellation’s leveling it up. Plans are underway to expand the plant by 30 megawatts, and CEO Joe Dominguez says he’s already eyeing a second reactor. He's exploring everything from small modular reactors (SMRs) to full-on AP1000s… the kind Southern Co. built in Georgia after doubling the budget and setting fire to their timeline.

And Meta’s not stopping at Clinton. In December, they put out a nationwide call for up to 4 gigawatts of new nuclear capacity. Over 50 proposals rolled in. This Clinton deal is just foreplay.

Meta’s energy boss Urvi Parekh kept it buttoned-up for the press, saying: “We want to make sure that this location continues to be a site where nuclear operates.” Let me translate that for you: “If our AI can’t run 24/7, your Reels feed dies, and that’s bad for business.”

So yeah, Constellation’s on a hot streak. Between Meta, Microsoft, and their “sure, let’s reboot Three Mile Island” energy, they’ve positioned themselves as Silicon Valley’s favorite radioactive bartender. Even better for Constellation, their stock jumped 15% after the announcement they were getting in bed with Zuck. At this point, it’s pretty obvious where this is going. Nuclear energy is the future.

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Stock.News has positions in Meta and Microsoft.