Nuclear Energy Stocks Riding Data Center Power Demand: NuScale, Constellation, GE Vernova

Data center power demand is pushing nuclear energy back into the spotlight. This article covers three stocks tied to the trend: NuScale Power, Constellation Energy, and GE Vernova. NuScale holds regulatory approval for its small modular reactor design but still faces a long road to commercialization with heavy losses and funding needs. Constellation Energy runs a large existing nuclear fleet and has signed long term carbon free power contracts with data centers and retailers like Walmart. GE Vernova supplies gas turbines, grid hardware, and wind equipment, with a growing backlog linked to AI data center projects. Each stock comes with trade offs. NuScale has regulatory lead but no revenue from reactor sales yet. Constellation has steady cash flows but carries debt and customer concentration risk. GE Vernova shows strong margins and free cash flow but trades at premium multiples and has insider selling. The article frames these as starting points for deeper research, not buy recommendations. For anyone tracking nuclear as a low carbon baseload option for the grid, these three names highlight the range of risk profiles in the space.