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Meta agreed to buy the clean energy attributes of the Clinton plant's 1,121 megawatts of nuclear output for 20 years, starting in June 2027. The plant is supported today by an Illinois zero-emission credit program, which the Meta agreement replaces when it expires in mid-2027.
Investors usually focus on reactor developers and uranium miners when deciding on allocations for investing in the nuclear renaissance. A narrow view on the nuclear sector could result in missed opportunities for investment returns in nuclear-adjacent companies.
Texas regulators just froze data-center hookups, and one application fee cut AEP Ohio's pipeline by more than half overnight.
Constellation Energy's nuclear portfolio is much larger, but Vistra has also locked in significant long-term demand from major technology companies. Constellation Energy expects base EPS to grow at least 20% annually through 2029, although that metric represents only part of total earnings.
Massive demand for electricity has led to a nuclear renaissance, but it really hasn't hit the U.S. just yet.
Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one.
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.
The nuclear boom is real, but commercialization is the ultimate test.