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Construction Energy benefits from the global boom in data centers and artificial intelligence, becoming the largest power producer in the United States with a capacity exceeding 55 gigawatts from diverse sources, including nuclear energy. The company has long-term contracts with major technology firms such as Microsoft, Google, and Amazon, ensuring stable revenues and providing opportunities to extend the lifespan and upgrade its existing nuclear plants instead of building new reactors, with the capacity factor expected to rise to 93% by 2026. The company is moving toward becoming a strategic player in the energy market tailored for data centers, with expectations of increased demand for clean, stable electricity, where security and cost are critically important for supplying large corporations.
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