Constellation Energy has doubled down on its strategy to supply the energy needs of the US artificial intelligence (AI) data center sector.

During its Q1 earnings call, the energy generation firm stated that the growth of AI data center demand provides “ample opportunity to support both in front of and behind the meter data center development at significant scale.”

Constellation CEO Joe Dominguez stated: “Locating AI facilities proximate to large, clean and reliable power plants continues to make all the sense in the world. But critically, we do not need to have load colocated or behind the meter for us to achieve compelling pricing.”

The company also “urged” the Federal Energy Regulatory Commission (FERC) to provide “clarity on the rules for behind-the-meter configurations and to provide latitude so that there could be innovation here following the President’s lead.”

Constellation filed a complaint with the body in November, requesting a fast-track ruling on PJM’s lack of clear rules for interconnected generators to follow when seeking to provide a behind-the-meter service to fully isolated colocated load facilities, such as data centers.

Since then, FERC has initiated a review of future colocation agreements, with a result expected within months.

Constellation also reiterated the role that nuclear will play in powering data centers, with Dominguez contending that, compared to other forms of generation assets, “it’s pretty clear that nuclear simply wins the match in every single dimension. Cost, reliability, [and] predictability of firm prices for twenty years.”

Last year, the company announced an agreement with Microsoft that would see the tech firm offtake 100 percent of the 837MW revived Three Mile Island nuclear power plant under a 20-year Power Purchase Agreement (PPA). Constellation committed to investing $1.6 billion to restart the plant's dormant Unit 1 reactor, with the newly named Crane Clean Energy Center expected to come online in 2028.

Constellation has the largest nuclear fleet in the US market, operating 21 reactors across 12 facilities in the Midwest, Mid-Atlantic, and Northeast regions. Outside of nuclear, the company operates a distributed asset base of hydropower, wind, and solar. Combined, its low-carbon assets have more than 32.4GW of capacity.