NYSE:CEG 10 February 2026

AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up
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AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up

Google warned Monday that U.S. electricity supply is not keeping pace with new AI data centers, citing energy as a key industry constraint. The Department of Energy announced a 10-gigawatt data-center and power project in Ohio, set to begin this year. Shares of Alphabet, Nvidia, Constellation, and Vistra all rose by late morning in New York.
March 23, 2026
Constellation Energy stock: CEG nudges higher on CyrusOne data-center power pact, Titans stadium deal
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Constellation Energy stock: CEG nudges higher on CyrusOne data-center power pact, Titans stadium deal

Constellation Energy shares rose 0.4% to $273.25 Tuesday after announcing a 380-megawatt power deal with CyrusOne for a Texas data center and a 20-year energy services agreement for the Tennessee Titans’ new stadium. The company recently completed its $16.4 billion Calpine acquisition. Investors are watching U.S. jobs and inflation data later this week for rate signals.
February 10, 2026