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.
As artificial intelligence demand for electricity escalates, nuclear power has emerged as a promising solution to meet the growing needs of hyperscalers. Four companies are poised to lead the AI power boom through 2027 and beyond, presenting investors with compelling opportunities. Oklo, a small modular reactor (SMR) developer, is one such company.
Though still pre-revenue, Oklo has secured significant agreements, including a 1.2-gigawatt (GW) system for Meta Platforms in Ohio. The company has also expanded its reach by acquiring the radioisotope producer Atomic Alchemy, enhancing its capabilities beyond selling SMRs. Despite a 35% drop in stock value over the past year, Oklo's stock has become more attractive for opportunistic investors.
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