NuScale Power (SMR): The Scalable SMR Leader Poised to Dominate the $100B+ Nuclear Renaissance

On May 23, 2025, NuScale Power (NYSE: SMR) surged 19.43%—a stark divergence from a down market—marking its ascent as the vanguard of the nuclear energy revival. This explosive move was no accident: it was fueled by a trifecta of regulatory tailwinds, technological superiority, and secular demand for clean baseload power. For investors, this is the moment to act: SMR is positioned to capitalize on a $100 billion+ global opportunity, driven by a world hungry for reliable, carbon-free energy to power AI-driven data centers and the energy transition.

Regulatory Tailwinds: The Trump Orders Ignite a Policy Firestorm

President Trump's May 23 executive orders were a seismic shift for the nuclear sector. By invoking the Defense Production Act, the administration fast-tracked approvals for small modular reactors (SMRs) and mandated the Nuclear Regulatory Commission (NRC) to slash licensing timelines by 60%. For NuScale, this was a game-changer: its NRC-certified 77 MWe SMR design—the only one approved in the U.S.—now faces a July 2025 finalization date, accelerating commercial deployment.

The orders also directed federal agencies to prioritize SMRs for critical infrastructure, including military bases and AI data centers. This aligns perfectly with NuScale's modular design, which can be deployed in 12-unit clusters to power 2.4 gigawatts of baseload capacity—ideal for the exponential energy demands of AI.

Technological Differentiation: Why SMRs Win in the Clean Energy Race

NuScale's SMR technology is not just a reactor; it's a disruptive innovation. Unlike traditional nuclear plants requiring decades and billions to build, SMRs are factory-assembled, reducing costs by 50% and timelines to 3-5 years. Their passive safety features—no cooling pumps needed—eliminate meltdown risks, easing regulatory and public acceptance hurdles.

This scalability is key. While solar and wind provide intermittent power, SMRs deliver 80% capacity factors—far exceeding solar's 20-30%—making them the ideal complement to renewables. With the U.S. aiming to quadruple nuclear capacity to 400 GW by 2050, NuScale's first-mover advantage ensures it will secure the lion's share of this growth.

Secular Demand Growth: The $100B Market for Baseload Power

The world's energy needs are undergoing a tectonic shift. AI data centers, electric grids, and industrial decarbonization require reliable 24/7 power—a role renewables alone cannot fill. NuScale's SMRs, with their modular, plug-and-play design, are the perfect solution.

Consider the numbers: - The global SMR market is projected to hit $120 billion by 2040 (BloombergNEF). - NuScale's Q1 2025 revenue soared 870% YoY to $13.38M, driven by Romania's RoPower Doicești project and licensing deals. - With $521M in cash, SMR can fund its 12-module production pipeline while pursuing hyperscaler partnerships.

Why SMR is a Must-Own Stock in 2025

• First Mover, First Payer: NRC certification grants NuScale a 5-10 year lead over competitors like Oklo or Centrus.
• AI Infrastructure Play: Tech giants like Google and Microsoft are already scouting nuclear partners for data centers—SMR's scalability makes it their top choice.
• Valuation Discount: At a 10x revenue multiple, SMR trades at a fraction of peers like Tesla or NextEra, despite its industry-defining tech.

Risks? Yes. But the Reward Outweighs Them

Critics cite supply chain bottlenecks and regulatory risks. True, but NuScale's partnerships with Fluor and the NRC's accelerated timeline mitigate these. Meanwhile, the $100B market size ensures ample room for execution hiccups.

Conclusion: The Nuclear Renaissance is Here—Own the Leader

The May 23 surge was just the opening act. With policy backing, unmatched tech, and a secular tailwind, NuScale Power is the best pure-play bet on nuclear's comeback. For investors seeking exposure to decarbonization and the AI energy boom, SMR offers a rare combination of growth, scalability, and first-mover dominance. The question isn't whether to buy—it's why you haven't yet.

The clock is ticking. The SMR era is here. Will you be on the sidelines, or part of the revolution?