Key Points in This Article: Nuclear power is gaining traction in 2025 due to rising energy demands from AI and electrification, with Trump's executive orders pushing for streamlined regulations and reactor deployment.
SMR stock is driven by demand for clean energy, tech partnerships,and increasing power needs in data centers.
Artificial intelligence (AI) and electrification are driving the world to need more energy. One form of electric power generation that is coming back into vogue is nuclear power.
SMR benefits from surging clean energy demand, AI-fueled data center growth, and new tech partnerships to boost momentum.
SMR gains momentum as demand for carbon-free energy rises and top tech firms back its small modular reactor tech.
NuScale is uniquely positioned as the only public company with an NRC-approved SMR, benefiting from surging demand for clean, reliable energy, especially from AI data centers. Strong financials, global partnerships, and advanced customer discussions provide a solid runway, despite the speculative valuation and lack of near-term profitability. Risks remain—delays, political changes, or missed deals could trigger sharp corrections—but NuScale's lead and readiness make it a calculated gamble, not just hype.
Nuclear energy upstarts NuScale Power Corporation and Oklo Inc. have soared over 200% since early April as Wall Street dove back into risk assets with massive long-term upside.
Britain has selected Rolls-Royce SMR to build the country's first small modular nuclear reactors as part of its plan to speed up the decarbonisation of the power network from the mid-2030s.
NuScale Power stock benefits from growing demand for clean energy and AI-powered data centers, but stretched valuation and stiff competition pose risks.
NuScale rides on SMR optimism with a strong partner base, but execution delays and supply limitations are key concerns.
NuScale Power Corp (NYSE: SMR) has experienced a remarkable 33% increase in 2025, significantly exceeding the S&P 500's 0.6% decline. This surge reflects growing investor confidence in NuScale's distinctive position within the nuclear energy industry, propelled by rising electricity demand amid the AI boom and the swift progression of global electrification.
SMR's first-quarter 2025 top line reflects strong contributions from the FEED Phase 2 project and the Technology License Agreement for the RoPower Doicesti power plant.