AI-Powered Energy Megatrend: 2 Nuclear Stocks to Buy Before the Next GEV-Level Surge

The artificial intelligence revolution is reshaping global energy demand, creating a seismic shift in how power is generated, distributed, and consumed. As data centers and AI infrastructure expand, electricity demand in the U.S. is projected to rise by 25% by 2030 and 75% by 2050 according to a Nasdaq analysis. This surge has thrust energy infrastructure stocks into the spotlight, with nuclear energy emerging as a critical pillar of the clean, reliable power needed to fuel the AI era. Two companies-GE Vernova (GEV) and Constellation Energy (CEG)-stand out as strategic plays in this megatrend, offering investors a compelling opportunity to capitalize on the next phase of energy innovation.

GE Vernova (GEV): The AI-Driven Energy Infrastructure Powerhouse

GE Vernova has become a poster child for the AI energy transition, with its stock surging 115% year-to-date in 2025. The company's recent investor day sent shockwaves through the market, as it raised 2025 revenue guidance to $37 billion and projected $52 billion in revenue by 2028. These upgrades were fueled by a trifecta of tailwinds: a $7 billion nuclear power project in Syria, the deployment of small modular reactors (SMRs), and a strategic pivot toward electrification and grid modernization according to stock analysis.

The AI-driven demand for always-on clean energy is a key catalyst. GE Vernova's BWRX-300 SMR technology, developed in partnership with Samsung C&T, is positioned to meet the surging needs of hyperscalers and data centers according to financial reports. Meanwhile, the company's Jafurah Cogeneration ISPP in Saudi Arabia-a $3.5 billion project-has become a blueprint for integrating nuclear and gas technologies to stabilize energy grids under strain according to market analysis. Financially, GE Vernova's free cash flow is projected to hit $4.5 billion to $5 billion by 2028, enabling aggressive shareholder returns, including a doubled dividend and a $10 billion stock buyback program according to financial reports.

Analysts from UBS and William Blair have upgraded the stock, citing its leadership in energy infrastructure and the "larger and more sustained" AI buildout than previously anticipated according to financial analysis. While challenges persist in its Wind segment-such as rising service costs and tariffs-GE Vernova's nuclear and gas divisions are outpacing expectations, making it a high-conviction play for investors seeking exposure to the AI energy boom.

Constellation Energy (CEG): The Undervalued Nuclear Titan

While GE Vernova dominates headlines, Constellation Energy (CEG) is quietly building a nuclear energy empire. CEG has delivered 62.6% returns in 2025, with a mean price target of $681.96 suggesting further upside according to market data. The company's strength lies in its vertically integrated nuclear fleet, which provides stable, carbon-free power to AI-driven data centers and industrial clients.

CEG's strategic alignment with AI infrastructure is evident in its partnerships with tech giants and its investment in grid-scale battery storage to complement nuclear output according to financial reports. The company is also leveraging its expertise in digital grid management to optimize energy delivery for high-demand AI applications. Financially, CEG's adjusted earnings are projected to grow by double digits through 2028, supported by its $12 billion investment in nuclear expansion and electrification projects according to market analysis.

The Case for Strategic Positioning

The AI energy megatrend is not a passing fad-it's a structural shift that will redefine global energy markets for decades. GE Vernova and Constellation Energy are uniquely positioned to benefit from this transition, combining technological innovation, financial strength, and strategic foresight.

For investors, the key is to act before the next GEV-level surge. GE Vernova's recent 15.62% single-day rally on December 10, 2025, underscores the volatility and momentum in this sector according to stock analysis. Constellation Energy, meanwhile, offers a more conservative entry point with a proven track record in nuclear energy. Together, these stocks form a diversified portfolio that captures both the disruptive potential of AI and the stability of next-generation energy infrastructure.

Conclusion

As the world races to power the AI revolution, energy infrastructure is the unsung hero of this transformation. GE Vernova and Constellation Energy are leading the charge, offering investors a rare combination of growth, resilience, and alignment with the megatrends shaping the 21st century. For those seeking to capitalize on the next phase of the energy transition, these two stocks represent a high-conviction opportunity to ride the AI-powered wave before it reaches its peak.