AI’s power-hungry boom is triggering an infrastructure spending surge—and this nuclear energy stock could be pivotal

Artificial intelligence is emerging as a voracious consumer of electricity, with estimates suggesting AI could use as much power by 2028 as nearly a quarter of U.S. households. To meet demand while curbing emissions, Big Tech is turning to nuclear energy. Constellation Energy, the nation’s largest nuclear operator, has partnered with Microsoft to revive a Pennsylvania plant—the Crane Clean Energy Center—expected to deliver up to 835 megawatts for data centers. Constellation projects a 10% EPS CAGR through 2028, offering investors steadier AI exposure than chipmakers, though execution and regulatory risks around nuclear remain.

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