COMPANIES · ENERGY & GRID

Talen Energy

Owns and operates power generation, including a large nuclear plant, in the U.S. mid-Atlantic region.

InfrastructureEnergy & grid
What it does

Owns and operates power generation, including a large nuclear plant, in the U.S. mid-Atlantic region.

Why it matters

It signed one of the earliest and largest deals to sell nuclear power directly to a data-center campus, a template other utilities have since followed.

How it makes money

Sells electricity from its nuclear and other generation assets, including direct contracts with data-center operators.

Geography

United States

AI stack position

Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (2)

Talen Energy supplies nuclear power to Amazon Web Services
SuppliesCurrent
Talen Energy agreed to supply Amazon Web Services with up to 1,920 MW of electricity from its Susquehanna nuclear plant to power AWS data centers in Pennsylvania, with full contracted volume expected no later than 2032.

Source: 2025-06-11 · reviewed 2026-09-20

Evidence: Primary-source statement · Agreement signed; ramp-up to full volume ongoing through 2032

Limits: Confirms a signed long-term power supply and colocation agreement; does not establish current delivered energy volumes, contract price, or that this is AWS's only power arrangement with Talen.

Talen Energy Expands Nuclear Energy Relationship with Amazon ↗
Amazon Web Services acquired a data center campus from Talen Energy
AcquiredCurrent
AWS acquired Talen Energy's Cumulus Data Center campus -- a 1,200-acre, up to 960MW-planned site in Luzerne County, Pennsylvania adjacent to the Susquehanna nuclear plant -- for $650 million ($350 million at close, $300 million escrowed against development milestones), announced March 4, 2024.

Source: 2024-03-04 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: This is an acquisition of a specific data center campus/asset, not of Talen Energy the company; does not establish current build-out status or that the full 960MW is operational.

AWS acquires Talen's nuclear data center campus in Pennsylvania ↗

Dated or announced (1)

Talen Energy explores nuclear development with Amazon Web Services
Co-develops withDated / announced
Talen Energy and Amazon agreed to explore building small modular reactors (SMRs) within Talen's Pennsylvania footprint and to examine uprating the Susquehanna nuclear plant's output, as part of a June 11, 2025 expansion of their nuclear energy relationship.

Source: 2025-06-11 · reviewed 2026-09-22

Evidence: Primary-source statement · Announced / planned

Limits: Exploratory only -- no SMR technology vendor, capacity, timeline, or investment commitment has been specified; distinct from the companies' existing nuclear power supply agreement.

Talen Energy Expands Nuclear Energy Relationship with Amazon ↗
Evidence for this profile

Talen Energy company overview ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .