NuScale Power may be a valuable energy source for tech giants eyeing nuclear energy advancements, but it is not yet commercialized, making it a risky investment. On the other hand, Axcelis Technologies is shifting focus to AI infrastructure with its ion implantation technology, making it a contrarian pick. NuScale aims to deliver carbon-free nuclear power with small modular reactors, having received approval for a 462-megawatt small modular reactor power plant design. While Axcelis’ stock experienced growth due to the EV industry, it is now focusing on AI, expecting revenue declines but highlighting AI as a growth opportunity.

Read more at Yahoo Finance: NuScale Power Is Interesting, but Here’s What I’d Buy Instead