Nuclear & SMR: AI Supply Chain Stocks & Analysis

Nuclear power and small modular reactors offer AI data centres a path to large, reliable, carbon-free electricity that doesn't depend on near-term grid interconnection. Existing nuclear operators are signing direct supply deals with hyperscalers, while SMR developers pursue longer-dated builds aimed at future AI capacity. It's the most speculative part of the power chain, priced heavily on execution and permitting risk rather than near-term revenue.