Core Insights - Nuclear energy companies NuScale Power Corporation and Oklo Inc. have seen stock prices increase over 200% since early April, driven by renewed interest from Wall Street and support from the U.S. government and major tech firms [1][6] - The U.S. government aims to triple nuclear capacity by 2050, with initiatives including an executive order from President Trump to accelerate nuclear power expansion [2] - Major tech companies like Meta and Amazon have engaged in significant nuclear energy deals, indicating a trend of long-term power agreements between AI companies and nuclear firms [3] NuScale Power Corporation - NuScale is a leading small modular reactor (SMR) company, having received design approval from the U.S. Nuclear Regulatory Commission for its 250 MWt Power Modules, with plans for deployment by 2030 [4][10] - The company is projected to grow its revenue by 46% this year and 188% next year, reaching $155.5 million, although it is expected to incur losses in the coming years [8] - NuScale has a strong financial position with approximately $521.4 million in cash and no debt, positioning it well for future growth [8] Oklo Inc. - Oklo is focused on developing smaller nuclear power plants and has a 14 GW demand pipeline, targeting sectors including AI data centers [15][16] - The company aims to sell power directly to customers under long-term contracts, establishing a recurring revenue model [15] - Oklo's stock has surged 550% over the past year, reflecting strong market interest and potential for future growth [20]