<div id="readability-page-1">AI drives demand: The energy-intensive nature of AI data centers is pushing electricity generation to record highs, creating opportunities for nuclear power providers. Key corporate plays: Oklo and NuScale target SMR deployments for data centers and utilities, while Fluor, Uranium Energy, and Cameco strengthen supply chains and infrastructure. Growth outlook: Global nuclear capacity could rise sharply by 2050, with U.S. states and major corporations increasing investment in reliable, low-emission energy sources.</div>

OKLO

<p>The AI boom is driving record electricity demand, creating investment opportunities in nuclear power. Companies like Oklo and NuScale are targeting small modular reactor deployments for data centers, while Fluor, Uranium Energy, and Cameco bolster supply chains. Global nuclear capacity is expected to rise significantly by 2050 as U.S. states and corporations increase investments in reliable, low-emission energy sources.</p>

Fluor

NuScale Power

Oklo

Uranium Energy

Cameco

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Direxion Daily Uranium Industry Bull 2X Shares

Defiance Daily Target 2X Lng Uranium ETF

Themes Uranium & Nuclear ETF

Spdr Select Indu

Select Sect Spdr Util

ISHRS S&P Glb Utilities

Global X Robotics & Artificial

iShares S&P Global Clean Energy

VG Industr

ALPS Nautilus SMR, Nuclear & Tech ETF

T-REX 2X Long SMR Daily Target ETF

Ark Innovation ETF

Defiance Daily Target 2X Long OKLO ETF

iShares S&P Global Infra

ISHRS MSCI Glb Slct Met & Mining

SPDR S&P Mtls & Mng

Alerian Energy Infrastructure ETF

ROBO Global Robotics

Glob X US Infra

ISHRS S&P Glb Indus

iShares Future AI & Tech ETF

Tradr 2X Long SMR Daily ETF

Global X Uranium

VanEck Uranium + Nuclear Energy ETF

AI boom fuels nuclear stock opportunities in 2026