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.
Vancouver, British Columbia--(Newsfile Corp. - June 9, 2025) - First Hydrogen Corp. (TSXV: FHYD) (OTC Pink: FHYDF) (FSE: FIT) ("FIRST HYDROGEN" or the "Company") is pleased to announce a strategic collaboration with Professor Muhammad Taha Manzoor from the University of Alberta aimed at advancing Small Modular Nuclear Reactor (SMR) technology, specifically focusing on fuel reactor materials and reactor design optimization taking into consideration the growth of artificial intelligence (AI) data centres as they consume up 10 times more power than normal data centres (Ithy - Comparative Power Consumption of AI Servers and Normal Servers in Data Centers). The project will take into consideration the surge in AI data centres and energy needs worldwide.
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.
NuScale Power's NYSE: SMR stock price rebounded following the deep correction posted since late 2024. The rebound has gained traction following the Q1 release and business update, which included numerous positive advances.
NuScale Power Corporation, Inc. (NYSE:SMR ) Q1 2025 Earnings Conference Call May 12, 2025 5:00 PM ET Company Participants Rodney McMahan - Senior Director, IR John Hopkins - President, CEO & Director Robert Hamady - CFO Conference Call Participants Marc Bianchi - TD Cowen Sherif Elmaghrabi - BTIG George Gianarikas - Canaccord Genuity Craig Shere - Tuohy Brothers Ryan Pfingst - B. Riley Securities Eric Stine - Craig-Hallum Operator Good afternoon, and welcome to NuScale's First Quarter 2025 Earnings Results Conference Call.
NuScale Power's first-quarter 2025 performance is likely to have reflected strong demand for clean energy powering AI-supported data centers.