Constellation Secures the Bag with $1B Nuclear Power Deal - AI Needs That Juice, Baby!

Well dang… it looks like Constellation Energy just started 2025 with a bang—and not the radioactive kind. Shares of the carbon-free energy powerhouse shot up more than 8% yesterday after news broke that the company landed over $1 billion in government contracts. Meaning if nuclear energy was the underdog in the clean energy race, Constellation just proved it’s time for the friggin’ glow sticks to come out.

(Source: Giphy) 

In short, the U.S. General Services Administration (GSA) handed Constellation a 10-year, $840 million contract to pump out more than 1 million megawatt-hours of electricity annually to 13 federal agencies across five states and D.C. starting next year. Think of it as the government’s way of saying, “We’re done playing games with nuclear energy—let’s make it official.”

Some of the agencies getting hooked up include heavy hitters like the Social Security Administration, the Department of Veterans’ Affairs, and even the Federal Reserve System (as if printing money needs more juice). 

(Source: MarketBeat) 

What’s more is that Constellation also snagged a $172 million energy efficiency contract to give five GSA-owned buildings in the National Capital Region a green makeover. We’re talking LED upgrades, electric boilers, and heat pumps. Basically, they’re turning these facilities into the energy-efficient equivalent of a Tesla Model Y… which is actually kind of a big deal. 

Why? Well, ICYMI, nuclear energy has been the awkward middle child of clean power for years—overshadowed by solar and wind but still quietly keeping the lights on. But now, this contract is a major win for Constellation and a huge flex for nuclear energy’s staying power. In fact, according  to CEO Joe Dominguez, the deal is “another powerful example of how things have changed.” Translation: Nuclear is finally getting the respect it deserves as a reliable, carbon-free energy source. Love to see it. 

(Source: Yahoo Finance) 

Now if you think this is a one-off, thing again. The GSA deal follows Constellation’s recent 20-year agreement with Microsoft to supply nuclear power to its data centers—because again, if AI is the future, nuclear energy is the fuel that’s feeding it. Meaning if you’re Sam Altman—you’re 100% turned on right now. Or in other words, this isn’t just a win for Constellation or nuclear energy, it’s a win for anyone who likes their electricity reliable and their air breathable.

But, but, but… what about investors? Good question. This contract is basically the clean energy equivalent of a golden ticket. The fixed-pricing structure of the deal ensures predictable revenue for the next decade, while the energy efficiency upgrades open the door for future government projects. Additionally, Constellation is going full-send on upping its nuclear uprates—meaning they’re enhancing existing plants to squeeze out even more power. Meaning these upgrades alone will add 135 megawatts of generating capacity, proving that old dogs can learn new tricks (especially when there’s a billion dollars on the line). 

(Source: Giphy) 

Now without going too much into the weeds here, the main thing is that this whole shindig is huge. With these billion dollar contracts in the pipeline, and Uncle Sam +  corporate giants like Microsoft on board, Constellation is perfectly positioned to ride the nuclear renaissance all the way to the MF bank people. So yeah, keep your eyes on this stock going forward.

AI is still hot, and it’s only going to get hotter—meaning, the demand for clean 24/7 energy is going to continue to skyrocket over the coming days, weeks, months and years. And just like that, Constellation is now the genius’ selling the picks to the Gold Rush. Now obviously, do what you will with this information and please do your due diligence before making any rash decisions.

In the meantime, stay safe and stay frosty, friends! Until next time…

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Stocks.News holds positions in Microsoft and Tesla as mentioned in the article.