Not Oklo. Not NuScale. This Nuclear Stock Is Going to Be the Biggest Winner of the AI Power Boom.
Vistra is a more balanced play on the growing nuclear energy and AI markets.
Overview
Oklo (NYSE: OKLO) and NuScale (NYSE: SMR) both attract significant attention as speculative bets on the surging demand for nuclear energy from the cloud and AI markets. Oklo's microreactors and NuScale's SMRs are both much smaller than conventional nuclear reactors, and they can be deployed in a modular manner in remote and off-grid areas.
However, Oklo doesn't expect to generate any meaningful revenue until it deploys its first reactors in 2027. NuScale generates some lumpy research revenues, but it doesn't expect its first commercial SMRs to come online until the early 2030s.
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Details
Source
Originally published at www.fool.com.
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