The Rundown Deep Dive: 3 Nuclear Stocks to Watch as AI Creates an Energy Crisis
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Oct 11, 2025 AI's skyrocketing power needs are sparking a nuclear renaissance. As data centers demand more energy, nuclear stocks emerge as potential winners. The discussion highlights the Trump administration's plans to boost nuclear capacity and introduces innovative players like Oklo and NuScale, which are set to reshape the industry with fast and safer reactors. However, caution is advised due to concerns over safety and regulation. The show navigates the opportunities and risks in this rapidly evolving nuclear landscape.
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AI Creates A Power Bottleneck
- AI data centers are driving a massive surge in electricity demand that threatens to become a bottleneck for AI growth.
- Data center energy use could nearly double in the US by decade-end and exceed Japan's power consumption globally by 2026.
Nuclear Fits AI's 24/7 Power Need
- Nuclear provides dense, 24/7 carbon-free power with far less land than wind or solar, matching AI data center needs.
- That operational profile makes nuclear an attractive option to alleviate AI's energy shortfalls.
Policy Push To Speed Nuclear Buildout
- The Trump administration issued executive orders to quadruple US nuclear capacity and accelerate approvals.
- Policy changes aim to fast-track reactors already validated by DOE or Defense to cut lengthy licensing timelines.