CONSTELLATION ENERGY CORPORATION

Commented by Armin Schulz on February 19th, 2026 | 07:20 CET

From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis

• Mining
• nuclear
• Uranium
• Energy
• renewableenergy
• Investments

Artificial intelligence and its thirsty data centers are driving electricity demand to new heights, while geopolitical tensions and years of underinvestment are strangling the supply of uranium. Analysts predict a multiplication of the price of uranium, as mines are currently producing only three-quarters of the material needed. At the same time, US policy is pushing for the construction of dozens of new reactors and classifying nuclear power as critical infrastructure. That is why it is worth taking a look at three companies today: primary producer Cameco, exploration specialist Stallion Uranium, and reactor operator Constellation Energy.