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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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