Rising AI adoption is driving massive energy demand from data centers, positioning nuclear energy—particularly small modular reactors (SMRs)—as an ideal solution. NuScale Power and Oklo are two early-stage SMR companies positioned to benefit from this trend, though both face regulatory hurdles and commercialization risks. Major investment banks including Goldman Sachs, Bank of America, and Morgan Stanley are bullish on nuclear's renaissance.

NuScale Power's stock has plummeted 84% from its $57.42 peak, driven by accelerated regulatory approvals for competitors that have eroded its first-mover advantage. While the company benefits from growing AI data center demand for nuclear power and has secured a Romania project, it lacks firm commitments beyond that deal. The stock presents a high-risk opportunity for investors betting on a TVA deal and SMR market growth.

SpaceX plans to launch orbital data centers by 2027 to address AI's massive energy demands, but NuScale Power's small modular reactors (SMRs) may offer a more feasible and proven alternative. With data centers projected to consume 9% of U.S. electricity by 2030, NuScale's SMRs require less land, shorter construction times, and can be co-located directly with data centers, positioning it as a compelling investment opportunity in the growing AI energy sector.

NuScale Power stock has experienced extreme volatility, surging 1,800% in 2024 before declining 83% since summer 2025. While the company's small modular reactor (SMR) technology is promising and addresses AI's growing energy needs, project delays and cancellations create significant uncertainty. The stock's future depends on investor confidence in its pipeline, with no operational facilities expected by decade's end.

As electricity demand is projected to surge 60% between 2025 and 2045 driven by AI and electric vehicles, nuclear power is experiencing a renaissance as a reliable baseload energy source. Three stocks offer different ways to capitalize on this trend: Constellation Energy for broad nuclear exposure, NuScale Power for high-risk small modular reactor technology, and Brookfield Renewable Partners for conservative income-focused investors.

Nuclear energy stocks experienced significant volatility in the first half of 2026 after surging in 2025. While Oklo and NuScale Power have declined sharply due to lengthy development timelines, Cameco stands out as a mature company positioned to benefit from growing uranium demand and its stake in Westinghouse. The article recommends Cameco as the best nuclear stock to buy on the dip, citing its established operations and near-term revenue potential compared to early-stage competitors.

NuScale Power stock has plummeted 75% from its $20 billion valuation peak in October 2025 to a $3.6 billion market cap. While the lower price makes millionaire-making returns theoretically possible, the company faces significant challenges: it has minimal revenue, no binding customer commitments, and its first major U.S. project collapsed in 2023 due to cost overruns. For NuScale to achieve a $100+ billion valuation would require decades of flawless execution and widespread global adoption of its small modular reactor technology.

NuScale Power, a small modular nuclear reactor (SMR) company, has seen its stock drop 30% in 2026. While the company operates in a promising sector with growing electricity demand from AI and EVs, it remains unprofitable and hasn't yet secured its first definitive reactor sale. The article suggests aggressive long-term investors might buy now, but most investors should wait until the company signs a confirmed deal and proves its SMRs can be built profitably and operate reliably.

NuScale Power, a small modular reactor (SMR) developer, has seen its valuation drop from $20 billion to below $4 billion following project delays. However, the article suggests significant upside potential if the company secures a power purchasing agreement by end of 2026 for its major 6-gigawatt SMR project. Growing AI data center demand and a projected $10 trillion global nuclear market could drive long-term growth, though execution risks remain.

NuScale Power, a small modular reactor (SMR) developer, has lost 75% of its value over the past year. While the company benefits from first-mover advantage with NRC-certified SMR design, government support, and growing AI data center demand for clean baseload power, it lacks a commercial reactor sale and faces uncertainty about its business economics. The stock remains highly volatile and suitable only for risk-tolerant investors.

NuScale Power's stock has plummeted 75% over 12 months due to the company's failure to commercialize its small modular reactor (SMR) technology despite having a certified design. Initial investor enthusiasm driven by AI and data center power demands has waned as the company remains years away from deploying even one commercial reactor, and tech companies are turning to alternative solutions like fuel cells.

Kuehn Law is investigating whether NuScale Power Corporation officers and directors breached fiduciary duties by misrepresenting the experience and capabilities of ENTRA1, an untested partner chosen for the company's SMR commercialization strategy. The partnership allegedly created material undisclosed risks of failure, delays, and regulatory challenges to NuScale's NPM rollout plans.