The long-term growth story for nuclear power is clear. Artificial intelligence (AI) companies are scaling energy-intensive data center infrastructure as quickly as humanly possible. And the current energy grid isn't prepared for this unprecedented build-out. New energy sources will be needed quickly, and nuclear energy could deliver the reliable, low-carbon baseload power the AI industry craves.
NuScale Power (NYSE: SMR) has long appreciated this data center infrastructure demand tailwind. The company's small modular reactors (SMRs) are a great fit for adding large amounts of reliable power generation to the grid.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
This year, however, I think there's an even more exciting catalyst to pay attention to than general industry demand tailwinds.
NuScale remains the only nuclear developer in the U.S. approved by regulators to build an SMR system. But it has yet to even commercialize its approved designs. That could change later this year when the company suspects it could reach a power purchase agreement (PPA) with a major customer.
#signal #nuclear #data
NuScale Power (NYSE: SMR) has long appreciated this data center infrastructure demand tailwind. The company's small modular reactors (SMRs) are a great fit for adding large amounts of reliable power generation to the grid.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
This year, however, I think there's an even more exciting catalyst to pay attention to than general industry demand tailwinds.
NuScale remains the only nuclear developer in the U.S. approved by regulators to build an SMR system. But it has yet to even commercialize its approved designs. That could change later this year when the company suspects it could reach a power purchase agreement (PPA) with a major customer.
#signal #nuclear #data
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