Constellation Energy CEG

EnergyMarket cap $80B8 connections

Constellation Energy is America's largest producer of carbon-free electricity, operating 21 nuclear reactors that supply AI hyperscalers with 24/7 clean baseload power that solar and wind cannot provide. It restarted Three Mile Island Unit 1 exclusively for Microsoft in 2024. Its $26.6B acquisition of Calpine added gas generation capacity to serve AI data center load growth around the clock.

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Suppliers 1

Companies that sell to Constellation Energy

Quanta ServicesIndustrial & Defense · $35BNuclear plant construction

Customers 1

Companies Constellation Energy sells to

MicrosoftTechnology · $2.8TThree Mile Island Unit 1 restarted exclusively for Microsoft AI power (2024)since 2024

Partners 4

Strategic partnerships, joint products and alliances

MicrosoftTechnology · $2.8TNuclear power for datacenters
AlphabetTechnology · $2.1TClean energy agreement
AmazonConsumer & Retail · $2.0TNuclear PPA for AWS
Exelon CorporationEnergy · $38BNuclear fleet separation

Competitors 3

Companies it competes with

NextEra EnergyEnergy · $155BClean energy rivalry
Public Service EnterpriseEnergy · $36BNuclear generation in PJM
NRG EnergyEnergy · $12BCompetitive power generation

Other Energy companies

Saudi Aramco ExxonMobil Chevron Shell plc NextEra Energy ConocoPhillips TotalEnergies BP plc Duke Energy EOG Resources

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.