Insights / industry / rising
SMR / advanced nuclear power for data centers — SMR nuclear power
Updated 6/26/2026
SMR / advanced nuclear power for data centers — SMR nuclear power
Companies committing: Oklo, NuScale Power, Constellation Energy.
Oklo hiring 'Senior Director of Manufacturing' is the most concrete signal — design phase → manufacturing phase. The trade is still 5-10 years from MW-hours, but the buy-and-hold thesis is now public-narrative. NuScale + Constellation provide the listed-equity expression.
Companies committing
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