From Yahoo Finance: 2025-06-07 17:42:00

The nuclear energy sector is making a comeback due to its role in powering the AI revolution. Companies like Meta, Microsoft, and Alphabet are turning to nuclear power for reliable energy sources. Constellation Energy, Oklo, and NuScale Power are leading this resurgence, with deals and agreements driving their success in the market.

Constellation Energy recently signed a 20-year power purchase agreement with Meta, securing 1.1 gigawatts from its Clinton Clean Energy Center in Illinois. This deal not only saves the plant from closure but also highlights CEG’s ability to attract tech giants. With 94 reactors across the U.S., CEG is a key player in meeting the energy demands of AI data centers.

Oklo, backed by Sam Altman, focuses on small modular reactors ideal for data centers. Their stock has surged 440% in the past year, driven by significant agreements like the one with Switch to supply 12 gigawatts. Although pre-revenue, Oklo’s innovative “power-as-a-service” model could revolutionize how data centers access reliable power.

NuScale Power, the first U.S. company to receive NRC approval for its small modular reactor design, is rapidly advancing agreements to supply data centers. Their pragmatic approach and established technology make them a strong candidate for near-term deployment. Despite challenges, NuScale’s first-mover advantage positions them well in the nuclear energy landscape.

The resurgence of the nuclear sector, driven by the AI revolution, is reshaping the energy industry. Constellation Energy, Oklo, and NuScale Power each bring unique strengths and face distinct challenges. With tech giants committing to nuclear energy and capacity set to quadruple by 2050, these companies are at the forefront of a transformative energy revolution.



Read more at Yahoo Finance: CEG, OKLO, and SMR Get Set to Power the AI Boom via Nuclear Energy