welcome
TipRanks

TipRanks

Technology

Technology

CEG, OKLO, and SMR Get Set to Power the AI Boom via Nuclear Energy

TipRanks
Summary
Nutrition label

80% Informative

The nuclear energy sector is experiencing a resurgence unseen in decades , driven largely by its potential to power the burgeoning AI revolution.

Leading this revival are three companies— Constellation Energy ( CEG ), Oklo (OKLO), and NuScale Power ( SMR ) each bringing a distinct approach to the nuclear landscape.

Constellation Energy signed a 20-year power purchase agreement with Meta to deliver 1.1 gigawatts from its Clinton Clean Energy Center in Illinois , starting in 2027 .

NuScale Power is rapidly advancing a 2 -gigawatt agreement with Standard Power to supply data centers in Pennsylvania and Ohio .

The company's light-water reactor technology is more established and less experimental than Oklo ’s fast reactors, making it a safer candidate for near-term deployment.

NuScale 's factory-built, modular design aligns perfectly with data centers’ requirements for scalable, reliable power.