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3 Nuclear Stocks Racing to Power the AI Data Center Boom
Simon Erickson and Heather Horton tackle a mailbag request on small modular reactors (SMRs), the mini nuclear reactors being built to solve a real problem: AI data centers now require more power than the largest nuclear plants in America can currently provide. They compare three publicly traded SMR companies, NuScale Power (NYSE:SMR), Oklo (NYSE:OKLO), and GE Vernova (NYSE:GEV), including how each company's reactor technology works, their current cost per megawatt hour versus renewables, and how each is trying to compete with traditional nuclear plants that can cost $50 billion or more to…
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