Simply Wall St highlights three nuclear power stocks positioned for AI data center electricity demand: NuScale Power, Oklo, and GE Vernova. NuScale has a certified small modular reactor design and $1.9B liquidity but faces losses and dilution. Oklo is developing compact fission plants with regulatory momentum and a $3B cash pile, yet revenue is minimal. GE Vernova, with a $176B backlog and strong margins, trades at a lower P/E, but its wind segment and insider selling are concerns. The article notes that nuclear offers low-carbon baseload power, which is attractive for power-hungry data centers. However, all three stocks carry execution risks, regulatory hurdles, and early-stage commercialization. Investors should weigh the potential for clean energy growth against financial losses and project uncertainties. For those tracking the intersection of AI infrastructure and grid decarbonization, this piece provides a useful snapshot of the nuclear investment landscape.
