While tech giants race to build AI infrastructure, a critical bottleneck is emerging that most investors are missing. The energy requirements are so massive that traditional power sources simply cannot meet the demand – but three overlooked nuclear companies are positioned to become the backbone of the AI revolution. Recent executive orders from President Trump have fundamentally changed the nuclear regulatory landscape, accelerating deployment by years.
Data centers will consume 160% more electricity by 2030, and nuclear is the only zero-carbon source that can provide 24/7 reliable power for this unprecedented demand. Early investors in the right nuclear stocks could see extraordinary returns as this sector transforms.
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And Karim Rahemtulla's next unicorn stock is sitting in the blast zone…
What happens when Trump helps push a $1 trillion deal between U.S. tech and Saudi oil?
The answer is simple: Energy stocks go vertical.
And one under-the-radar American company could be the biggest winner.
The artificial intelligence boom is creating an unprecedented energy crisis that's about to reshape the entire power sector. U.S. power consumption is estimated to reach record highs in 2025 and 2026, after stagnating for nearly two decades, as power-hungry data centers dedicated to artificial intelligence and crypto miners plug into the grid. While investors have focused on AI chip makers and software companies, the real opportunity may lie in the nuclear energy stocks that can actually power this revolution.
The scale of AI's energy demands is staggering and growing exponentially. Goldman Sachs now projects data center power demand to grow 160% by 2030, while RAND Corporation estimates AI data centers could need 68 GW by 2027 – equivalent to California's total capacity. Individual AI training runs could require up to 8 GW by 2030.
This represents one of the fastest-growing electricity demands in modern history. Unlike traditional power needs, AI data centers require constant, reliable electricity 24 hours a day, seven days a week – something that intermittent renewable sources simply cannot provide alone. Data centers are expected to consume 8-9% of US electricity by 2030, nearly tripling from today's 3%.
Nuclear power offers the unique combination of zero-carbon emissions and constant baseload power that AI data centers desperately need. That ability is becoming more important as the servers that run artificial intelligence gobble up ever more power, and electric vehicles and the electrification of other industries demand more of the nation's grid.
While solar and wind power are valuable, they cannot provide the round-the-clock reliability that massive data centers require. Nuclear plants operate at near-full capacity regardless of weather conditions, making them the ideal solution for energy-intensive AI applications.
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The Trump administration's nuclear executive orders from May 2025 have fundamentally changed the landscape. The new orders authorize the DOE and DOD to build reactors on federal lands specifically for AI data centers, mandate complete NRC reform, and establish new spent fuel recycling policies.
Energy Secretary Chris Wright's department will prioritize advanced nuclear energy efforts alongside fossil fuels, geothermal and hydropower. This policy support, combined with the urgent need for AI-ready power infrastructure, creates an ideal environment for nuclear companies to thrive with unprecedented regulatory certainty.
Nuclear stocks have begun their meteoric rise as investors recognize the sector's potential. Oklo (OKLO) has reached all-time highs near $64.48 after completing a massive $440.6M secondary offering and winning an Air Force contract. NuScale Power (SMR) trades at $42.49, up 800% over 12 months, with Q1 revenue surging to $13.4M from $1.4M year-over-year.
Nano Nuclear Energy (NNE) recently closed a $105M private placement and added former Energy Secretary Rick Perry as Executive Advisory Board Chairman. The sector's fundamentals continue to strengthen, with annual nuclear investment needs expected to double to $120B by 2030 for rapid growth scenarios.
Major technology companies are now making concrete commitments that provide unprecedented revenue certainty for nuclear developers. Meta signed a new 1.1 GW agreement with Constellation in June 2025 and is seeking an additional 4 GW of nuclear capacity.
Amazon led a $500M funding round for X-energy and announced three separate SMR partnerships, while Microsoft's Three Mile Island restart progresses toward 835 MW by 2028. Google has committed to a 500 MW pipeline with Kairos Power through 2035. These partnerships represent a shift from speculative investments to guaranteed revenue streams.
The nuclear sector offers several compelling investment opportunities, each addressing different aspects of the AI power challenge. Constellation Energy (CEG) operates the largest fleet of nuclear plants in the United States and trades at $305.70, up 36% year-to-date following major tech partnerships.
NuScale Power (SMR) remains the only company with NRC-approved SMR designs and expects final approval by July 2025. Cameco (CCJ) at $69.25 controls critical uranium supply chains and expects a $170M EBITDA boost from its Westinghouse stake. These companies represent different parts of the nuclear value chain – from uranium production to advanced reactor technology to existing nuclear generation.
The convergence of AI power demands, transformative government policy, and concrete tech partnerships creates what may be a once-in-a-generation investment opportunity. With data center electricity consumption potentially growing 160% by 2030 and nuclear being the only viable 24/7 carbon-free solution, early investors in the right nuclear companies could see outsized returns.
The IAEA's high-case scenario projects nuclear capacity could increase 2.5x by 2050, from 371.5 GW to 950 GW globally. However, some SMR stocks showing massive gains may be overextended after 2024's historic run, suggesting careful timing and position sizing will be critical for new investors entering this rapidly evolving sector.
Well, here we go again...
Missiles are flying in the Middle East.
And you know what that means -- markets are already showing jitters, in anticipation of soaring energy prices. Right we can afford it least.
Which is why a brand new type of energy is winning high praise from the Pentagon.
They've gone so far as to call it essential for national security.
It's not oil or natural gas.
It's not uranium, lithium, or anything else you're likely to know about, at least not yet.
But it won't be long before this new kind of energy is the talk of America.
It can't be hacked, seized, or bombed.
And there's so much of it, we have enough to keep America's lights on for thousands of years.
When it comes to America's energy security, this could be the smartest energy investment opportunity in generations. The Pentagon knows it, too.
So do a handful of elite investors - Buffett, Gates, Dalio - who have already taking positions.
That's why I went out into the desert to investigate this new energy source myself... with a camera crew... here's my full investigation, captured on camera.
A revolutionary new robot is beginning to emerge from the shadows. Elon Musk says it will "change civilization as we know it" while Bill Gates calls it "as revolutionary as the PC." But here's what they're not telling you about the stock positioned to dominate this trillion opportunity.
While everyone obsesses over AI chips, a massive energy crisis is brewing behind the scenes. Data centers will consume 160% more electricity by 2030, and there's only one power source that can handle this 24/7 demand. Three overlooked nuclear companies are positioned to become the backbone of the AI revolution.
This strange map reveals the locations the US government has begun selling off vast tracks of public lands to energy firms seeking to tap a new energy discovery in Utah. It's not nuclear, solar, wind, oil, gas, or coal... but it could provide virtually limitless energy to our country, forever.
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