Artificial intelligence has sparked one of the biggest investment booms in recent history, with most of the attention focused on chipmakers, software companies, and cloud computing giants. Yet behind every AI breakthrough lies a challenge that is becoming impossible to ignore: power. Training advanced AI models and operating massive data centers require enormous amounts of reliable electricity, and demand is rising much faster than many existing power grids were built to handle.

While investors have spent years searching for the next AI winner, a quieter opportunity may be emerging in an industry many had written off. Nuclear energy has recently fallen out of favor after a sharp pullback in related stocks, but the long-term fundamentals continue to strengthen as technology companies race to secure dependable, carbon-free electricity. If AI is expected to transform the global economy over the next decade, the companies generating the power behind that transformation could become just as important as the companies developing the technology itself.

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In this issue, we'll explore why nuclear energy is becoming an increasingly important part of the AI infrastructure story, how rising electricity demand could reshape the industry's future, and why recent market weakness may be creating attractive entry points. We'll also take a closer look at three different ways to invest in the theme—from the stability of Constellation Energy, to the high-growth potential of Centrus Energy, to the diversified exposure offered by the VanEck Uranium and Nuclear ETF.

Let’s embark on this transformative journey together and position your portfolio for success in this evolving market landscape!

Be sure to read through to the end to catch all the valuable insights this newsletter delivers to your inbox today.

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Artificial intelligence has become the market's biggest investment story, but behind every breakthrough model and expanding data center lies a challenge that receives far less attention: electricity. As AI systems become more powerful, they consume extraordinary amounts of energy, forcing governments, technology companies, and utility providers to rethink how power will be generated over the next decade.

That growing demand has placed nuclear energy back into the spotlight. While many investors expected nuclear-related stocks to continue soaring after their impressive performance in 2024 and early 2025, the sector has instead experienced a sharp correction. Share prices have pulled back, enthusiasm has cooled, and many investors have shifted their attention elsewhere. Yet beneath the market's short-term disappointment, the long-term investment case has arguably become even stronger.

If the recent decline seems discouraging, it may actually represent something different: a reminder that the market often prices in excitement long before businesses begin reporting meaningful financial results. Nuclear energy is not a fast-moving industry. It is built on years of planning, construction, regulation, and capital investment. For investors willing to think beyond the next earnings report, today's weakness could represent an opportunity rather than a warning.

The conversation around artificial intelligence usually focuses on companies designing chips, building software, or developing large language models. However, none of these innovations can operate without one critical resource—reliable electricity.

According to projections from the International Energy Agency (IEA), electricity demand in the United States could nearly double by 2030, with AI data centers becoming one of the primary drivers of that growth. Every new server farm requires enormous amounts of continuous power, and unlike many industries, these facilities cannot simply reduce consumption during periods of peak demand. Reliability is essential.

Technology companies including $META ( ▼ 0.02% ), $MSFT ( ▼ 0.33% ), and $AMZN ( ▼ 0.77% ), have already begun securing long-term clean energy agreements to support their expanding AI infrastructure. While natural gas and even restarted coal facilities currently help bridge immediate shortages, many hyperscalers continue to identify nuclear power as one of the few scalable, carbon-free solutions capable of supporting AI over the coming decades.

The challenge is that nuclear projects require patience. Large reactors often take six to eight years—or even longer in the United States due to extensive regulatory approval—to become operational. As a result, the financial benefits of today's contracts have yet to fully appear in company earnings. This gap between investor expectations and actual revenue has contributed significantly to recent weakness across the sector.

Rather than signaling deteriorating fundamentals, declining share prices largely reflect the reality that infrastructure projects simply move much more slowly than market enthusiasm.

One of the most closely watched developments within the industry is the emergence of Small Modular Reactors (SMRs).

Unlike traditional nuclear plants that generate enough electricity to power entire cities, SMRs are designed to be smaller, more flexible, and potentially much faster to construct. Their modular design allows reactors to be manufactured in sections before being assembled on-site, reducing both construction complexity and deployment timelines.

For AI companies racing to expand computing capacity, this flexibility could become increasingly valuable. Instead of waiting nearly a decade for conventional nuclear facilities, some SMR projects are expected to begin operating as early as 2027, with broader commercial adoption anticipated during the early 2030s.

Although the technology remains in its early stages, many investors view SMRs as one of the industry's most significant long-term growth opportunities. The transition will not happen overnight, but it represents an important shift in how nuclear energy may eventually support rapidly growing digital infrastructure.

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Not every nuclear investment offers the same balance between growth potential and risk. Some companies already generate stable cash flow from existing operations, while others are positioned to benefit if emerging technologies achieve widespread commercial success.

For investors seeking a more established entry into the sector, Constellation Energy (CEG) continues to stand out.

As one of the largest operators of nuclear power plants in the United States, Constellation already generates significant electricity while maintaining a diversified energy portfolio. This existing infrastructure allows the company to benefit from today's energy demand instead of relying entirely on future projects.

Recent multi-billion-dollar agreements with Meta and Microsoft further strengthen its long-term outlook, while market speculation continues around the possibility of additional partnerships with Amazon as hyperscalers continue expanding AI infrastructure.

Recognizing that new nuclear capacity will require years to develop, Constellation has also acquired natural gas generation assets to meet current demand while its longer-term nuclear strategy unfolds. This balanced approach provides near-term cash flow alongside future growth opportunities.

Despite recent share price declines, Constellation continues to be viewed as one of the sector's more resilient investments, combining dividend income, established operations, and meaningful exposure to the expanding nuclear market.

For investors comfortable accepting greater volatility in exchange for potentially higher returns, Centrus Energy (LEU) represents a very different opportunity.

Rather than operating nuclear power plants, Centrus focuses on producing High-Assay Low-Enriched Uranium (HALEU)—the specialized nuclear fuel expected to power many advanced Small Modular Reactors.

Its position is particularly noteworthy because Centrus currently remains the only commercial U.S. producer of HALEU, giving the company a significant competitive advantage as policymakers work to strengthen domestic nuclear fuel production.

Unlike many early-stage nuclear companies that remain largely dependent on future expectations, Centrus has already demonstrated measurable business growth. Revenue increased approximately 18% year over year in its latest reported quarter, reflecting increasing commercial activity alongside growing interest in advanced reactor technologies.

However, investors should recognize that Centrus carries considerably more uncertainty than larger utility companies. Much of its long-term success depends on broader SMR adoption, regulatory progress, and continued investment throughout the nuclear supply chain. The opportunity may be substantial, but so are the risks.

Selecting individual winners within an emerging industry can be difficult, particularly when project timelines extend over many years. For investors seeking broader exposure while reducing company-specific risk, the VanEck Uranium and Nuclear ETF (NLR) offers a practical alternative.

Rather than depending on the execution of one business, the ETF provides diversified exposure to companies involved in nuclear generation, uranium production, fuel processing, and supporting infrastructure across both domestic and international markets.

Its portfolio already includes major holdings such as Constellation Energy and Centrus Energy, allowing investors to participate in the broader industry while limiting the impact of potential setbacks affecting any single company.

Although the ETF remains volatile and carries a higher expense ratio than many broad-market index funds, diversification can help reduce some of the operational risks associated with individual nuclear investments.

Nuclear investing rarely delivers overnight results. Unlike software companies capable of scaling rapidly, nuclear businesses must navigate years of engineering, permitting, construction, financing, and regulatory oversight before projects begin generating meaningful revenue.

That slower pace often creates frustration during periods when share prices fail to match investor expectations. Yet history repeatedly demonstrates that infrastructure investments reward patience more than speed.

The current pullback should therefore be viewed within its broader context. Electricity demand continues rising. Governments increasingly support domestic energy security. Technology companies continue searching for reliable carbon-free power sources. Those structural drivers have changed very little despite recent market volatility.

For investors focused on building wealth over the next decade rather than chasing short-term momentum, the recent weakness across nuclear stocks may deserve closer attention. Whether through the established operations of Constellation Energy (CEG), the specialized fuel leadership of Centrus Energy (LEU), or the diversified exposure offered by the VanEck Uranium and Nuclear ETF (NLR), the sector presents multiple ways to participate in what could become one of the defining energy transitions of the AI era.

The road ahead is unlikely to be smooth. Regulatory hurdles, construction delays, and changing market sentiment will almost certainly create periods of volatility. However, if artificial intelligence truly transforms the global economy as many expect, the companies supplying its future electricity may ultimately become just as important as those building the technology itself.

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