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NVIDIA's Soaring Energy Needs Make These 3 Nuclear Stocks a Buy
MarketBeat· 2025-03-12 14:00
NVIDIA NASDAQ: NVDA did not mention nuclear specifically in its Q4 report or 2025 guidance, but the news is no less critical to nuclear stocks like NuScale Power NYSE: SMR, Oklo Inc. NYSE: OKLO, and Cameco NYSE: CCJ. The significant details pertain to the wickedly hot demand for GPUs, escalating power consumption with each new generation, and a forecast for compute needs to grow by 100x for the next generation AI models. They point to continued, sustained, and accelerating power demand from the data centers ...