3 Nuclear Power Stocks That Could Power the Artificial Intelligence Revolution

The artificial intelligence (AI) revolution is driving an unprecedented surge in energy demand, with major tech companies investing in nuclear power to meet their growing energy needs. Microsoft, Google, and Amazon have all made strategic moves into nuclear power, signaling its potential as a preferred solution for tech giants' massive energy requirements. This article explores three nuclear power stocks that could fuel the AI revolution: Oklo, Constellation Energy, and Lightbridge.


Oklo (OKLO), backed by OpenAI CEO Sam Altman, has emerged as a front-runner in the next generation of nuclear technology. The company specializes in developing advanced small modular reactors (SMRs), which promise enhanced safety features and operational flexibility in a compact design. Oklo's innovative Aurora powerhouses are scheduled to begin operations in 2027, positioning the company to meet the surging demand for reliable clean energy from tech companies expanding their AI operations. Oklo's stock has delivered a remarkable 113% return year to date since its public debut last May, significantly outperforming the benchmark S&P 500.


Constellation Energy (CEG) recently secured a groundbreaking 20-year agreement with Microsoft to restart a reactor at Three Mile Island, signaling growing confidence in nuclear power's role in the AI revolution. The market has responded enthusiastically to Constellation's strategic moves in the nuclear space, driving its shares up more than 126% this year, vastly outperforming the S&P 500. Constellation's position as the largest nuclear operator in the U.S. gives it a significant advantage in partnering with tech giants seeking stable, carbon-free power.


Lightbridge (LTBR) is revolutionizing nuclear fuel technology with its metallic fuel design. The company's innovative approach could significantly improve the efficiency and safety of existing and future nuclear reactors. This advanced fuel technology could prove particularly valuable as data centers drive unprecedented demand for reliable power. Lightbridge's stock has surged alongside other nuclear technology companies as investors recognize the sector's critical role in meeting the escalating power demands of AI data centers. While Lightbridge shares have significantly outperformed the S&P 500 this year, the company represents a unique approach to nuclear innovation through enhanced fuel efficiency that should keep its shares racing higher.


These three companies represent different aspects of the nuclear power renaissance, from Oklo's innovative reactor designs to Lightbridge's enhanced fuel technology and Constellation's established infrastructure. Each stock offers investors a unique way to participate in nuclear power's resurgence, making them worth considering as part of a well-diversified portfolio. As the AI revolution continues to drive energy demand, nuclear power stocks are poised to play a crucial role in fueling the future of technology.