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This Nuclear Stock Could Be Next to See a Major AI Power Deal
Artificial intelligence is rapidly reshaping the world — not just through software breakthroughs, but through the enormous physical infrastructure required to run it. Behind every AI model, chatbot, and image generator sits an expanding web of data centers, servers, and cooling systems. And powering those machines is becoming one of the most urgent issues in the global economy.
That’s why the energy sector — particularly nuclear energy — is suddenly one of the most exciting “picks-and-shovels” opportunities tied to the AI boom.
Over the last year, we’ve seen multiple signs that mega-cap technology firms are no longer casually dabbling in power procurement. They’re moving aggressively to lock in long-term, large-scale electricity supplies. The reason is simple: AI workloads are energy-hungry, and demand is accelerating far faster than the grid was designed to handle.
And this morning, we got the clearest sign yet that nuclear is going to play a major role.
Meta Makes a Massive Nuclear Move
Just today, Meta unveiled agreements to secure about 6.6 gigawatts (GW) of nuclear power by 2035 for its data center operations — an enormous amount of electricity. For context, 1 GW can power roughly 750,000 homes depending on usage. So Meta’s announcement signals a level of commitment that should make every investor take notice.
One of those deals was with Vistra Energy (SYM: VST), which will provide power from three existing nuclear power plants. This matters because it highlights two key trends:
Big Tech is no longer waiting for the grid to catch up.
Companies with nuclear capacity are suddenly in a position of negotiating power.
Meta framed the move as both a clean energy play and an economic advantage. According to Urvi Parekh, Head of Global Energy at Meta:
“At Meta, we are investing in nuclear energy because it provides clean, reliable power that is essential for advancing our AI ambitions and strengthening American leadership in energy innovation. By supporting nuclear power, we ensure that our operations – and the communities we serve – benefit from energy solutions that drive both technological progress and economic growth.”
This statement is important because it signals something deeper than ESG messaging: Meta is telling the market that nuclear energy is essential for its competitive strategy in AI.
And Meta wasn’t done.
Equiscreen
Why This NYSE Biotech Matters in 2026
NanoViricides (NYSE: NNVC) is not trying to outcompete traditional antivirals—it’s trying to replace the entire model. Its lead drug candidate, NV-387, uses biomimicry to trap viruses by imitating the same host-cell attachment points that over 90% of viruses rely on to infect humans.
This approach has shown effectiveness in animal models against MPox, Smallpox, Measles, RSV, Influenza, and COVID, positioning NV-387 as a potential first-response antiviral for future outbreaks. Unlike vaccines or antibodies that can be rendered obsolete by viral mutation, NV-387 is designed to remain effective precisely because viruses must keep binding to these receptors to survive.
Momentum is building fast. NNVC has secured approval to launch a Phase II MPox trial in Africa, is pursuing orphan drug designation with guidance from a former FDA insider, and has strengthened its balance sheet with recent institutional funding.
At the same time, global health conditions are deteriorating—measles cases are surging, MPox is spreading into new populations, and pandemic readiness remains dangerously thin. If NV-387 continues to advance, NNVC could move from a speculative biotech to a critical player in global antiviral defense.
With orphan drug incentives potentially granting market exclusivity, tax credits, and expedited FDA review, NV-387 could reach patients faster while creating a rare combination of medical and financial upside for investors.
Learn why NNVC is poised to redefine antiviral therapy and a biotech company to watch closely in 2026 and beyond!
Oklo and TerraPower Join the AI Power Race
Meta is also partnering with Oklo (SYM: OKLO) on small modular reactors (SMRs) in Ohio, targeting up to 1.2 gigawatts of power starting in 2030. Unlike traditional nuclear plants, SMRs are designed to be smaller, faster to deploy, and easier to scale. They can be built closer to demand centers — like large data campuses — and potentially avoid some of the grid bottlenecks slowing new power delivery.
Meta will also work with TerraPower, which will receive funding for two reactors expected to deliver up to 690 megawatts by 2032.
Put it all together and the message is clear:
✅ AI power demand is no longer theoretical.
✅ Tech giants are actively locking up nuclear supply.
✅ The race is on — and more deals are coming.
Which brings us to the next opportunity.
Another Nuclear Stock That Could Benefit: NuScale (SYM: SMR)
While Vistra, Oklo, and TerraPower have already landed headlines, there’s another nuclear name that could be well-positioned for the next wave of AI-related power announcements:
NuScale Power (SYM: SMR)
Over the past few years, NuScale has achieved something no other SMR company has been able to claim: multiple standard design certifications from the U.S. Nuclear Regulatory Commission (NRC).
That may sound like a technical footnote — but in nuclear energy, regulatory clearance is everything. The NRC approval process is one of the most time-consuming and expensive hurdles a nuclear company faces. Without it, commercial deployment remains a distant dream. With it, the timeline shrinks — and the company becomes far more attractive to major partners.
Here’s what NuScale has accomplished:
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In 2023, it received NRC standard design approval for its 50-megawatt-electric module.
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In May 2025, NuScale received approval for an uprated 77-megawatt-electric version.
That makes NuScale the only company with NRC standard design approval for multiple SMR module designs.
Why does that matter?
Because AI-driven power demand needs solutions quickly — not in 20 years. These approvals position NuScale as a potentially “deployment-ready” player compared to competitors still working through regulatory uncertainty.
Priority Gold
TRUMP TO CLEAR WAY FOR MUSK'S SILVER PLAY?
Elon Musk and Donald Trump might be the ultimate power duo for 2026's next market revolution: silver.
Back in 2022, Musk hinted Tesla may enter mining to secure critical materials for EVs, solar, and AI. Now, with Trump pushing pro-business deregulation, that idea suddenly looks far more realistic.
Silver is essential to Tesla’s future — without it, EV production and clean energy growth slow to a crawl. And even rumors of Musk stepping into the silver market could send prices sharply higher.
Consider this:
Silver surged 144% in 2025. If Musk makes a move, those gains could look small in hindsight.
That’s why we created the 2026 Silver Forecast Guide — a clear breakdown of what’s driving silver demand and how investors can prepare before the headlines hit.
Act now. Once the headlines break, it'll be too late.
SMRs: Built for the Data Center Age
Traditional nuclear plants are massive, expensive, and often require a decade (or more) to bring online. In contrast, small modular reactors are designed for:
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Faster deployment timelines
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Factory-built modular construction
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Lower upfront capital requirements
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Flexible scaling (add modules as demand grows)
For data center operators, that’s a perfect match. They’re building in phases, expanding capacity quarter after quarter, and they need power they can count on — 24/7 — without depending entirely on natural gas or intermittent renewables.
The appeal is especially strong because data centers often operate in “power-constrained” regions, where grid upgrades can take years. Nuclear SMRs could become a direct-to-demand solution for next-generation AI campuses.
Wall Street Takes Notice
Helping the case, analysts at Bank of America just upgraded NuScale (SMR) with a $28 price target.
According to commentary highlighted by Tokenist.com, the upgrade followed a large correction in the stock from its prior highs:
“The upgrade comes after the small modular reactor technology company experienced a substantial correction from its previous highs, with BofA upgrading the stock from Underperform to Neutral while adjusting its price target to $28 from the previous $34, still implying a potential 42% upside from current levels.”
At the time of writing, SMR last traded around $20.75, which means BofA sees significant upside from current levels.
But more importantly: upgrades like this often act as a catalyst. They bring attention back to the name, attract fresh institutional interest, and can help reset market sentiment.
The Setup: Potential Move Back Toward $35
Technically, after pulling back from previous highs, NuScale has room to recover. At current levels, the stock appears to be in a zone where upside can accelerate if:
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additional AI-related nuclear deals are announced,
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federal nuclear incentives increase,
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sentiment improves around SMR deployment timelines, or
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NuScale announces new partnerships or customer commitments.
From a trading standpoint, we’d like to see SMR rally back toward $35 initially, which would represent a strong recovery move and a meaningful return from current levels.
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