The article discusses the surge in nuclear power stocks, driven by the hype surrounding artificial intelligence (AI) and its potential impact on energy demand. Key points include: AI’s computational power requires significant energy, boosting demand forecasts for electricity. This has fueled optimism about nuclear power as a reliable and carbon-free energy source. Stocks like Oklo, NuScale Power, Cameco, and BWX Technologies have seen substantial gains. Oklo, a developer of advanced small modular reactors (SMRs), has seen its stock triple this year. NuScale Power, another SMR company, has also rallied. Uranium miners like Cameco have benefited from the nuclear renaissance. BWX Technologies, a nuclear components manufacturer, has gained over 30% year-to-date. The AI boom has reignited interest in nuclear power as a sustainable energy solution to meet rising electricity needs.