4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond
As AI fuels demand for power, these companies are well-positioned to meet the moment.
Overview
The electricity demand from artificial intelligence has created an immense power problem, and nuclear has emerged as one of the best solutions. Hyperscalers need constant, carbon-free electricity to run their data centers. Nuclear developers and providers are now some of the most important AI infrastructure stocks. Here are four companies positioned to be leaders in the AI power boom through 2027 and beyond.
One of the most talked-about pure-play small modular reactor (SMR) developers is Oklo (NYSE: OKLO). The company, while technically still pre-revenue, has many agreements in the pipeline. They include a 1.2-gigawatt (GW) system for Meta Platforms in Ohio. Oklo also acquired the radioisotope producer Atomic Alchemy to expand its capabilities beyond selling SMRs.
Details
Oklo skyrocketed in 2025 on enthusiasm for SMRs and nuclear's role within the AI renaissance. It has since pulled back dramatically. Oklo's stock has slipped more than 35% over the past 12 months, creating a more appealing entry point for opportunistic yet patient investors.
Source
Originally published at www.fool.com.