Can't Thrive Without This Stock (Hint: It's Not Nvidia)

The article argues that AI’s impact on computing extends beyond semiconductors, because data center demand depends on power supply. It frames the AI boom as supported by memory and chipmakers, noting Nvidia’s GPUs and Micron’s memory products, but says investors overlook another critical link: energy generation. Constellation Energy (NASDAQ: CEG) is presented as a nuclear power provider aligned with data center needs. In 2024, Constellation said it planned to restart operations at Three Mile Island after signing a 20-year power purchase agreement with Microsoft to supply power for regional data centers. Building on that partnership, Constellation signed an additional 20-year agreement with Meta Platforms in June 2025 for power from the Clinton Clean Energy Center in Illinois, with operations expected to resume in 2027. The article’s context is that AI workloads require substantial electricity, and many operators are turning to nuclear suppliers to meet demand.