Nuclear Stocks Could Benefit From AI Data Center Boom, Analysts Say

The article discusses how the rise of artificial intelligence (AI) and the increasing demand for data centers could benefit nuclear power stocks. According to analysts, AI systems require significant computing power, leading to a surge in data center construction and energy consumption. Nuclear power plants, which can provide reliable and carbon-free baseload electricity, are well-positioned to meet this growing energy demand. The article highlights Constellation Energy and Vistra as two nuclear power companies that could benefit from this trend. Constellation Energy operates a fleet of nuclear reactors and is expanding its nuclear capacity, while Vistra owns a nuclear plant in Texas. Analysts suggest that the AI boom could drive up electricity prices, benefiting nuclear power generators. The article also mentions the potential for small modular nuclear reactors to be used for data center applications in the future. Overall, the article presents a positive outlook for nuclear stocks in the context of the AI data center boom.

Source: https://markets.businessinsider.com/news/stocks/nuclear-stocks-ai-data-centers-constellation-energy-vistra-2025-1