Advisor Poll: SMRs & AI Lead Multifaceted Nuclear Investment Case

Core Insights - The investment case for nuclear energy is gaining traction due to several distinct tailwinds, including technological advancements and the fundamental benefits of nuclear power [1] Growth Potential of Small Modular Reactors - 35% of financial advisors highlighted the growth potential of small modular reactors (SMRs) as the most interesting aspect of the nuclear sector, indicating a shift towards modular construction and flexible deployment in various applications [2] AI Demand Drivers - 22% of advisors noted nuclear's potential benefits as an AI adjacency, emphasizing that reliable electricity is crucial for the growth of AI, with power demand expected to increase significantly [3] Support from Technology Companies - Major technology companies are increasingly supporting nuclear development, recognizing their reliance on stable power sources [4] Traditional Strengths of Nuclear Power - 18% of respondents cited carbon-free power generation as a key strength, while 13% pointed to reliability and long operational lifespans, and 11% emphasized energy and national security benefits [4] Comprehensive Investment Narrative - The investment case for nuclear energy is multifaceted, combining new growth drivers like SMRs and AI with the established benefits of clean, reliable, and secure baseload power [5]