How AI Data Centers and Clean Energy Policy Are Fueling a Nuclear Power Boom: SMR, OKLO, CEG Stocks

AI data centers’ explosive power demand, combined with carbon neutrality policies, is making nuclear power generation the center of the global energy hegemony competition. In particular, NuScale Power, OKLO, and Constellation Energy have emerged as leaders in the next generation of nuclear industries, drawing keen attention from investors. NuScale Power leads small modular nuclear reactor (SMR) technology, offering installation flexibility, safety, and rapid deployment. Over the past year, SMR’s stock has been volatile, hitting an all-time high in May 2025 after a low at the end of 2023, soaring more than 300%. Market expectations are high, driven by U.S. government deregulation and surging demand for AI infrastructure.

OKLO stands out in the global nuclear energy market with its innovative small reactor designs and nuclear fuel recycling technology. The company recently accelerated its global business expansion through cooperation with Korea Hydro & Nuclear Power. OKLO stock has surged more than 100% since 2024 and continues to rise strongly in 2025, reflecting the impact of new technologies and strategic partnerships on its valuation. Constellation Energy (CEG), the largest private nuclear power operator in the U.S., is recognized for its stable large-scale plant operations and policy advantages. CEG stock has risen over 90% in the past year, buoyed by regulatory reforms, federal support, and increased demand for AI-driven power, with long-term growth prospects supported by major institutional investors and government trust.

In the near term, all three stocks are expected to experience high volatility alongside strong growth expectations, driven by policy momentum and AI data center demand. Over the medium to long term, ongoing technology commercialization, global partnerships, and eco-friendly policies are likely to provide continued benefits, positioning these companies as differentiated growth stocks within the nuclear industry.

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