Constellation Energy and the Big Tech Nuclear Boom
From IRHUB Nuclear Capital Podcast · 5:26
Show by KMKT
Constellation (CEG) is the bellwether for signed bankable nuclear megawatts—Google's ~890 MW / ~$4.3B uprate PPA, Microsoft's Crane restart (~837 MW / ~$1.6B), and Amazon fleet supply. Zach and Emily weigh PJM uprates and restarts against NRC and supply-chain hurdles. Hosted by Zach Martin and Emily Martin on IRHUB Nuclear Capital Podcast, from IRHUB on KMKT.
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