Max Tuttman

@maxtuttman.bsky.social

485 Followers 342 Following

Cleantech 1.0 survivor now helping others survive climate tech at The Ad Hoc Group | Proud Bostonian stuck in DC

I want to spend some time providing some higher level thoughts on what we’re seeing in the market and what it means for Constellation’s data economy strategy. The short story here is that we’re seeing a very, very favorable environment. The business updates from the big tech companies where they’ve essentially doubled down on their capital and growth strategies reinforces Constellation’s overall strategic plan, the importance of America’s nuclear energy to meet the coming demand and the strong logic of the Calpine acquisition. While we think there are some out there who overstated the amount of new demand for their own reasons, we’re confident that the demand could be met and that the markets will respond with demand response and new generation as needed. But importantly, even a more rational view of new demand will give us ample opportunity to support both in front of and behind the meter data center development at significant scale.