AI is an absolute glutton for electrons. The Guardian reported in August last year that OpenAI’s latest model GPT-5 potentially consumes in one day enough energy to power 1.5 million American homes for a day. And those power needs are growing. MIT Technology Review reports that by 2028, AI alone could consume as much electricity annually as 22% of all U.S. households.<\/p>\n
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Image source: Getty Images.<\/p>\n
It’s a serious infrastructure problem, as we would like to meet those electrical needs without producing vast amounts of pollution. One solution is nuclear power.<\/p>\n
The technology industry is well aware of that, which is why Constellation Energy (CEG<\/a> 1.94%), America’s largest carbon-free energy producer, has partnered with Microsoft (MSFT<\/a> 0.44%) to resurrect a nuclear plant in Pennsylvania for the express purpose of powering data centers.<\/p>\n Today’s Change<\/p>\n (-1.94%) $-6.66<\/p>\n Current Price<\/p>\n $335.86<\/p>\n Key Data Points<\/p>\n Market Cap<\/p>\n $105B<\/p>\n Day’s Range<\/p>\n $333.00 – $339.99<\/p>\n 52wk Range<\/p>\n $161.35 – $412.70<\/p>\n Volume<\/p>\n 2.5M<\/p>\n Avg Vol<\/p>\n 2.7M<\/p>\n Gross Margin<\/p>\n 19.30%<\/p>\n Dividend Yield<\/p>\n 0.46%<\/p>\n Atomic AI<\/p>\n Based in Baltimore, Maryland, Constellation<\/a> is not only America’s largest green energy producer — it’s the country’s largest producer of nuclear energy<\/a> as well. So it made for an obvious partner for Microsoft in its bid to power its data centers with as little pollution generated as possible.<\/p>\n Nuclear is efficient and comparatively clean, and can generate immense amounts of power. That’s what makes it so great for data center use. The Crane Clean Energy Center that it’s partnered with Microsoft on should produce 835 megawatts of power at capacity for decades to come.<\/p>\n And Constellation is already reaping the benefits of the increase in demand for electricity driven by data centers. Based on the company’s year-end 2024 base, it is anticipating an earnings per share (EPS) compound annual growth rate (CAGR) of 10% through to 2028.<\/p>\n I don’t think Constellation will deliver the sort of explosive growth you’ll see in many other AI-related stocks over the next few years, but it will provide steady growth and add some stability to your AI portfolio.<\/p>\n Constellation achieved a revenue CAGR of 6.75% over the past five years, it operates at a net income margin of 11%, and its levered free cash flow margin is sitting at 12.3%. To further emphasize that Constellation is a slow and steady growth stock to add security to your AI portfolio, it pays a dividend that yields 0.46% at current prices, and it has grown that dividend in each of the past three years running.<\/p>\n Why invest in Constellation?<\/p>\n Adding a nuclear power stock like Constellation to your AI portfolio can add stability. Energy is a critical part of AI infrastructure that often gets overlooked.<\/p>\n![\"Constellation](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/01\/1768293853_690_.png\"\/)
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