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Talen Energy owns assets that cannot be cheaply rebuilt, and its growth after 2027 comes from a specific data center contract. Its 10.1 GW across ten eastern-grid plants is anchored by the 2.2 GW Susquehanna nuclear station, whose adjacent data center campus has a ten-year deal with a large cloud customer. Rebuilding would cost $12,300-17,570 per kW and take 84 months, and costs keep rising. The base business peaks in 2027 and falls 27% by 2030, while data center EBITDA grows about 18-fold. x.comÂ
