3 Nuclear‑Energy Stocks That Could Soar Amid the AI Energy Boom

With demand for artificial‑intelligence data centers surging, a new wave of stocks is catching fire — those tied to nuclear energy. Because nuclear can deliver reliable, around‑the‑clock power without the intermittency of solar or wind, investors are watching closely as big tech looks for stable, carbon‑light energy to fuel its AI ambitions. Here are three nuclear‑sector names making headlines: Oklo (NYSE: OKLO): The small‑modular‑reactor developer backed by a prominent early AI‑industry investor. With over US$1.2 billion in cash and marketable securities, Oklo may be primed for rapid growth once its first reactors go online — possibly as soon as 2027–2028. Its Q3 presentation hints at long‑term contracts and recurring revenue, giving the company a path to scalability. Centrus Energy (NYSE: LEU): A supplier of nuclear fuel and services. Unlike many reactor‑builders, Centrus is already generating revenue — US$74.9 million in Q3 — and has a backlog of orders stretching to 2040. As more reactors get built to power data centers or grids, companies like Centrus could become critical infrastructure suppliers. NuScale Power (NYSE: SMR): A designer of small modular reactors and the only company in the U.S. whose reactor design has received regulatory approval from the U.S. Nuclear Regulatory Commission. With ~US$753.8 million in cash and a multi‑gigawatt pipeline underway — including large projects with partners like the Tennessee Valley Authority — NuScale aims to scale reactor deployment faster than traditional nuclear firms. Why it matters: As AI workloads explode, data centers consume extraordinary amounts of electricity. Nuclear energy — especially with small modular reactors — offers a clean, reliable alternative to fossil fuels and variable renewables. If regulatory, construction, and financing hurdles are overcome, these firms may ride the wave of the AI‑driven energy boom. #NuclearEnergy #AIInfrastructure #CleanPower #StockMarketInvesting #SlimScan #GrowthStocks #CANSLIM