Nuclear energy companies including Cameco, NuScale, and GE Vernova are back in focus as datacenters seek firm, zero-carbon baseload power.

Nuclear energy companies including Cameco, NuScale, and GE Vernova are back in focus as datacenters seek firm, zero-carbon baseload power.

Small modular reactors (SMRs) and nuclear capacity become strategic assets for hyperscalers seeking to guarantee power for 10–20 year AI infrastructure contracts.