company · Hyperscalers & Cloud
MicrosoftMSFT
Azure operator, OpenAI's original compute patron, and the buyer whose 20-year PPA restarted Three Mile Island — the deal that made nuclear-backed AI power a strategy. Runs one of the three largest data center fleets on Earth and is building the Fairwater campus line for frontier training.
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Earnings
| Date | Period | EPS est | Actual | Surprise | Links |
|---|---|---|---|---|---|
| Jul 29, 2026upcoming | Jun/2026 | $4.21 | — | — |
Full calendar across tracked entities: /calendar
Relationships
Constellation EnergyCEG
- dealThree Mile Island restart deal signed(buyer ↔ seller) Sep 20, 2024
Three Mile Island Unit 1
- dealThree Mile Island restart deal signed(buyer ↔ facility) Sep 20, 2024
Events
Three Mile Island restart deal signed
Constellation and Microsoft sign a 20-year, ~835 MW PPA to restart TMI Unit 1 as the Crane Clean Energy Center — the template deal for nuclear-backed AI power.
DEAL · Sep 20, 2024 · role: buyer · confirmed
Coverage
- The GPU Economy Is Becoming a Power EconomyJun 10, 2026
- The Data Center Wants Its Own Power PlantJun 24, 2026