Nuclear Energy Stocks Poised for Growth Amidst AI Data Center Boom

December 23, 2025

The burgeoning demand for artificial intelligence (AI) is driving a significant increase in energy consumption, positioning nuclear energy as a key player in meeting future power needs. This surge in demand is creating a favorable environment for nuclear energy stocks, with analysts predicting substantial growth for companies involved in nuclear power production, equipment manufacturing, and uranium supply.

Key Takeaways

AI-driven data centers are doubling their energy usage, necessitating new power solutions.
Government initiatives are prioritizing nuclear energy expansion and domestic uranium supply.
Several nuclear energy stocks are showing strong performance and are recommended for long-term investment.

The AI Energy Demand

Data centers, particularly those supporting AI technologies, are experiencing an unprecedented surge in energy consumption. Projections indicate that data center energy usage in the U.S. could double or even triple by 2028. This escalating demand has made nuclear energy a focal point for investors seeking to capitalize on the clean energy transition and the growing needs of the tech sector.

Government Support and Strategic Investments

Recognizing the critical role of nuclear energy, the U.S. Department of Energy has set ambitious goals to increase nuclear energy capacity significantly by 2050. Recent executive orders aim to accelerate the deployment of new nuclear reactors, strengthen the domestic supply chain, and prioritize nuclear power for AI data centers and military installations. These measures underscore a strong governmental push towards expanding nuclear energy’s footprint.

Promising Nuclear Energy Stocks

Several companies within the nuclear energy sector are attracting investor attention. These include:

Constellation Energy Corp. (CEG): A leader in clean energy, CEG is investing heavily in nuclear fuel and expanding its operations, including agreements with tech giants like Microsoft and Meta to power their data centers with carbon-free electricity.
Vistra Corp. (VST): An integrated power generation company with a diversified clean energy portfolio, Vistra is well-positioned to benefit from increased demand and streamlined regulatory processes for nuclear projects.
Mirion Technologies Inc. (MIR): Specializing in radiation detection and safety technologies, Mirion’s products are crucial for operational nuclear facilities and the development of next-generation reactors.
BWX Technologies Inc. (BWXT): This company manufactures nuclear components and provides services to the commercial nuclear power industry, with a growing focus on small modular reactors (SMRs) and collaborations with government and private sector entities.
Cameco Corp. (CCJ): As one of the world’s largest uranium producers, Cameco is a key supplier of fuel for nuclear power plants globally, benefiting directly from increased demand for uranium.

The Rise of Small Modular Reactors (SMRs)

The development of Small Modular Reactors (SMRs) is another significant factor driving interest in the nuclear sector. These advanced reactors offer potential advantages in terms of cost and deployment flexibility, making them suitable for a wider range of applications, including powering data centers. Companies like NuScale Power (SMR) and Oklo, Inc. (OKLO) are at the forefront of SMR development.

Investment Outlook

Analysts suggest that the current dip in nuclear energy stocks presents a valuable buying opportunity for long-term investors. The confluence of increasing AI-driven energy demand, government support, and technological advancements in nuclear power points towards a robust future for the sector.